Winslow Evans & Crocker’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$63K	Buy	11,709 +113	+1%	+$7.47K	0.01%	547
2020 Q3	$743K	Sell	11,596 -373	-3%	-$23.6K	0.18%	124
2020 Q2	$702K	Sell	11,969 -1,955	-14%	-$114K	0.19%	114
2020 Q1	$760K	Sell	13,924 -104	-0.7%	-$6.31K	0.25%	85
2019 Q4	$884K	Buy	14,028 +826	+6%	+$50.9K	0.23%	101
2019 Q3	$812K	Sell	13,202 -1,334	-9%	-$80.2K	0.23%	99
2019 Q2	$846K	Buy	14,536 +3,124	+27%	+$179K	0.24%	102
2019 Q1	$640K	Sell	11,412 -3,536	-24%	-$189K	0.18%	125
2018 Q4	$760K	Buy	14,948 +9,368	+168%	+$508K	0.26%	87
2018 Q3	$302K	Buy	5,580 +5,380	+2,690%	+$289K	0.09%	212
2018 Q2	$12K	Sell	200 -150	-43%	-$7.62K	﹤0.01%	782
2018 Q1	$18.4K	Sell	350 -6,392	-95%	-$352K	0.01%	665
2017 Q4	$384K	Sell	6,742 -868	-11%	-$47.7K	0.12%	176
2017 Q3	$411K	Sell	7,610 -1,084	-12%	-$59.6K	0.14%	163
2017 Q2	$478K	Sell	8,694 -2,452	-22%	-$136K	0.13%	180
2017 Q1	$608K	Sell	11,146 -3,194	-22%	-$172K	0.19%	120
2016 Q4	$742K	Sell	14,340 -9,292	-39%	-$481K	0.23%	97
2016 Q3	$1.26M	Sell	23,632 -4,380	-16%	-$239K	0.36%	62
2016 Q2	$1.54M	Sell	28,012 -14,929	-35%	-$794K	0.46%	51
2016 Q1	$2.28M	Buy	42,941 +2,647	+7%	+$134K	0.69%	32
2015 Q4	$2.03M	Buy	40,294 +17,374	+76%	+$864K	0.58%	39
2015 Q3	$1.08M	Sell	22,920 -6,446	-22%	-$313K	0.34%	63
2015 Q2	$1.4M	Buy	29,366 +13,386	+84%	+$654K	0.39%	56
2015 Q1	$779K	Sell	15,980 -39,598	-71%	-$1.94M	0.22%	104
2014 Q4	$2.69M	Buy	55,578 +17,852	+47%	+$845K	0.77%	30
2014 Q3	$1.7M	Buy	37,726 +605	+2%	+$27.1K	0.49%	45
2014 Q2	$1.66M	Buy	37,121 +21,178	+133%	+$937K	0.55%	44
2014 Q1	$687K	Sell	15,943 -21,784	-58%	-$915K	0.24%	101
2013 Q4	$1.62M	Buy	+37,727	New	+$1.59M	0.55%	44

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winslow Evans & Crocker's XLP Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.97% in Q4 2020, buying an estimated $7.47K and bringing the position to 11,709 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #547.

Winslow Evans & Crocker first reported a position in XLP in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.69M in Q4 2014. 863 funds tracked by Wall St. Rank hold XLP as of Q4 2020.

Winslow Evans & Crocker held 11,709 shares of State Street Consumer Staples Select Sector SPDR ETF worth $63K as of Q4 2020.
Winslow Evans & Crocker bought 113 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2020, an estimated $7.47K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #547 holding.
Winslow Evans & Crocker first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.69M in Q4 2014.
863 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.