Advisor OS’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Advisor OS’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
2025 Q3	–	Sell	-5,366	Closed	-$434K	–	515
2025 Q2	$434K	Sell	5,366 -17,526	-77%	-$1.42M	0.04%	281
2025 Q1	$1.87M	Buy	+22,892	New	+$1.83M	0.21%	69
2023 Q1	–	Sell	-38,905	Closed	-$2.9M	–	250
2022 Q4	$2.9M	Buy	38,905 +5,557	+17%	+$405K	0.77%	30
2022 Q3	$2.23M	Buy	33,348 +3,193	+11%	+$234K	0.67%	30
2022 Q2	$2.18M	Buy	30,155 +10,498	+53%	+$788K	0.63%	36
2022 Q1	$1.49M	Buy	+19,657	New	+$1.48M	0.43%	53
2020 Q3	–	Sell	-25,419	Closed	-$1.49M	–	176
2020 Q2	$1.49M	Buy	+25,419	New	+$1.48M	0.89%	27

Other funds holding XLP

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisor OS's XLP Position: Q3 2025 in Review

Advisor OS sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 5,366 shares — an estimated $434K sold.

Advisor OS first reported a position in XLP in Q2 2020 and held it in 7 quarters. The position peaked at $2.9M in Q4 2022. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Advisor OS reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Advisor OS sold 5,366 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $434K.
Advisor OS first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and held it in 7 quarters.
Advisor OS's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.9M in Q4 2022.
1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.