Acorn Financial Advisory Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Acorn Financial Advisory Services’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
2024 Q4	–	Sell	-2,453	Closed	-$204K	–	221
2024 Q3	$204K	Buy	+2,453	New	+$197K	0.04%	197
2024 Q2	–	Sell	-2,913	Closed	-$222K	–	213
2024 Q1	$222K	Sell	2,913 -3,095	-52%	-$229K	0.04%	192
2023 Q4	$433K	Sell	6,008 -9	-0.1%	-$623	0.08%	157
2023 Q3	$413K	Sell	6,017 -451	-7%	-$33K	0.07%	155
2023 Q2	$480K	Buy	6,468 +441	+7%	+$33.1K	0.09%	136
2023 Q1	$450K	Buy	6,027 +433	+8%	+$31.7K	0.09%	135
2022 Q4	$417K	Buy	5,594 +72	+1%	+$5.25K	0.09%	130
2022 Q3	$368K	Buy	5,522 +552	+11%	+$40.4K	0.09%	149
2022 Q2	$359K	Buy	4,970 +802	+19%	+$60.2K	0.09%	149
2022 Q1	$317K	Sell	4,168 -59	-1%	-$4.45K	0.06%	176
2021 Q4	$326K	Buy	4,227 +169	+4%	+$12.2K	0.07%	176
2021 Q3	$280K	Sell	4,058 -133	-3%	-$9.48K	0.09%	181
2021 Q2	$293K	Buy	+4,191	New	+$293K	0.09%	200
2021 Q1	–	Sell	-3,421	Closed	-$231K	–	229
2020 Q4	$231K	Buy	+3,421	New	+$226K	0.09%	199

Other funds holding XLP

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acorn Financial Advisory Services's XLP Position: Q4 2024 in Review

Acorn Financial Advisory Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 2,453 shares — an estimated $204K sold.

Acorn Financial Advisory Services first reported a position in XLP in Q4 2020 and held it in 14 quarters. The position peaked at $480K in Q2 2023. 1,197 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Acorn Financial Advisory Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 2,453 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $204K.
Acorn Financial Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 14 quarters.
Acorn Financial Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $480K in Q2 2023.
1,197 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.