Torch Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Torch Wealth Management’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$389K	Buy	6,184 +150	+2%	+$9.24K	0.21%	80
2019 Q3	$371K	Hold	6,034	–	–	0.22%	80
2019 Q2	$350K	Hold	6,034	–	–	0.21%	84
2019 Q1	$339K	Buy	6,034 +400	+7%	+$21.4K	0.21%	84
2018 Q4	$286K	Buy	+5,634	New	+$306K	0.2%	81
2014 Q3	–	Sell	-300	Closed	-$13K	–	237
2014 Q2	$13K	Hold	300	–	–	0.01%	228
2014 Q1	$13K	Hold	300	–	–	0.01%	239
2013 Q4	$13K	Buy	+300	New	+$12.7K	0.01%	214

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Torch Wealth Management's XLP Position: Q4 2019 in Review

Torch Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.5% in Q4 2019, buying an estimated $9.24K and bringing the position to 6,184 shares worth $389K. The position accounts for 0.21% of the portfolio, ranked #80.

Torch Wealth Management first reported a position in XLP in Q4 2013 and has held it in 8 quarters since. 779 funds tracked by Wall St. Rank hold XLP as of Q4 2019.

Torch Wealth Management held 6,184 shares of State Street Consumer Staples Select Sector SPDR ETF worth $389K as of Q4 2019.
Torch Wealth Management bought 150 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2019, an estimated $9.24K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.21% of Torch Wealth Management's portfolio in Q4 2019, its #80 holding.
Torch Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and has held it in 8 quarters since.
779 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.