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

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