SEC 13F Intelligence

20/20 Capital Management, Inc. / XLP

20/20 Capital Management, Inc.’s Select Sector Spdr Tr Position

Does 20/20 Capital Management, Inc. own Select Sector Spdr Tr (XLP)? Yes — 155.9K shares worth $11M (+2.83% of its 13F portfolio) as of Q2 2021, up from 137.7K shares the prior filed quarter.

Position Value
$11M
Q2 2021
Shares
155.9K
% of Portfolio
+2.83%
Quarters Held
4
currently held

Position History XLP

Reported value by quarter
Q3 ’20: $556,000Q3 ’20Q4 ’20: $7MQ4 ’20Q1 ’21: $9MQ1 ’21Q2 ’21: $11MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2021155.9K$11M+2.83%
Q1 2021137.7K$9M+2.72%
Q4 2020115.5K$7M+2.18%
Q3 20208.7K$556,000+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 20/20 Capital Management, Inc.’s full portfolio or all institutional holders of XLP.