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WA
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
$280B AUM
33.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$1.86B AUM
15.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
ECM
Element Capital Management
New York
$255M AUM
5.05%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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