WFG Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

WFG Advisors’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
2017 Q2	$1.09M	Buy	19,785 +2,191	+12%	+$122K	0.25%	103
2017 Q1	$960K	Sell	17,594 -2,829	-14%	-$152K	0.26%	94
2016 Q4	$1.06M	Buy	20,423 +3,532	+21%	+$183K	0.26%	100
2016 Q3	$899K	Buy	16,891 +294	+2%	+$16K	0.22%	109
2016 Q2	$915K	Sell	16,597 -165	-1%	-$8.78K	0.24%	103
2016 Q1	$889K	Sell	16,762 -627	-4%	-$31.9K	0.26%	95
2015 Q4	$878K	Buy	17,389 +7,625	+78%	+$379K	0.26%	90
2015 Q3	$461K	Sell	9,764 -1,009	-9%	-$49K	0.14%	163
2015 Q2	$513K	Sell	10,773 -2,021	-16%	-$98.7K	0.14%	158
2015 Q1	$624K	Sell	12,794 -7,810	-38%	-$383K	0.17%	135
2014 Q4	$999K	Sell	20,604 -19,431	-49%	-$920K	0.2%	109
2014 Q3	$1.81M	Sell	40,035 -3,365	-8%	-$151K	0.34%	53
2014 Q2	$1.94M	Sell	43,400 -900	-2%	-$39.8K	0.36%	56
2014 Q1	$1.91M	Sell	44,300 -5,583	-11%	-$235K	0.38%	39
2013 Q4	$2.14M	Buy	49,883 +14,090	+39%	+$594K	0.31%	68
2013 Q3	$1.43M	Sell	35,793 -95,231	-73%	-$3.88M	0.22%	108
2013 Q2	$5.2M	Buy	+131,024	New	+$5.33M	0.86%	13

Other funds holding XLP

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

SGI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

ECM

Element Capital Management New York $3.2B AUM 29.54% 1-Year Est. Return

WFG Advisors's XLP Position: Q2 2017 in Review

WFG Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 12% in Q2 2017, buying an estimated $122K and bringing the position to 19,785 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #103.

WFG Advisors first reported a position in XLP in Q2 2013 and has held it in 17 quarters since. The position peaked at $5.2M in Q2 2013. 495 funds tracked by Wall St. Rank hold XLP as of Q2 2017.

WFG Advisors held 19,785 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.09M as of Q2 2017.
WFG Advisors bought 2,191 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2017, an estimated $122K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.25% of WFG Advisors's portfolio in Q2 2017, its #103 holding.
WFG Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.2M in Q2 2013.
495 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.