Apexium Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Apexium Financial’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	$3.5M	Sell	44,714 -503	-1%	-$40.6K	0.17%	68
2025 Q2	$3.66M	Buy	45,217 +16	+0%	+$1.3K	0.19%	61
2025 Q1	$3.69M	Buy	45,201 +1,594	+4%	+$127K	0.22%	55
2024 Q4	$3.43M	Sell	43,607 -408	-0.9%	-$33.1K	0.21%	53
2024 Q3	$3.65M	Sell	44,015 -1,325	-3%	-$106K	0.24%	45
2024 Q2	$3.47M	Sell	45,340 -745	-2%	-$56.8K	0.25%	43
2024 Q1	$3.52M	Buy	46,085 +2,271	+5%	+$168K	0.27%	43
2023 Q4	$3.16M	Sell	43,814 -3,586	-8%	-$248K	0.23%	55
2023 Q3	$3.26M	Sell	47,400 -156	-0.3%	-$11.4K	0.33%	42
2023 Q2	$3.53M	Sell	47,556 -3,313	-7%	-$249K	0.31%	40
2023 Q1	$3.8M	Buy	50,869 +530	+1%	+$38.8K	0.37%	37
2022 Q4	$3.75M	Buy	50,339 +5,503	+12%	+$401K	0.39%	34
2022 Q3	$2.99M	Buy	44,836 +29,683	+196%	+$2.18M	0.37%	38
2022 Q2	$1.09M	Buy	15,153 +373	+3%	+$28K	0.63%	30
2022 Q1	$1.14M	Buy	14,780 +51	+0.3%	+$3.84K	0.6%	31
2021 Q4	$1.14M	Sell	14,729 -215	-1%	-$15.6K	0.59%	31
2021 Q3	$1.03M	Buy	14,944 +227	+2%	+$16.2K	0.59%	33
2021 Q2	$1.03M	Buy	14,717 +86	+0.6%	+$6.02K	0.64%	30
2021 Q1	$999K	Buy	14,631 +530	+4%	+$34.9K	0.73%	29
2020 Q4	$951K	Buy	14,101 +94	+0.7%	+$6.21K	0.75%	28
2020 Q3	$898K	Sell	14,007 -391	-3%	-$24.7K	0.73%	28
2020 Q2	$844K	Buy	14,398 +2,078	+17%	+$121K	0.76%	27
2020 Q1	$671K	Sell	12,320 -1,520	-11%	-$92.3K	0.89%	23
2019 Q4	$872K	Buy	+13,840	New	+$853K	1.13%	24
2018 Q4	$461K	Buy	+9,075	New	+$492K	4.42%	10

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

Apexium Financial's XLP Position: Q3 2025 in Review

Apexium Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.1% in Q3 2025, selling an estimated $40.6K and leaving 44,714 shares worth $3.5M. The position accounts for 0.17% of the portfolio, ranked #68.

Apexium Financial first reported a position in XLP in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.8M in Q1 2023. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Apexium Financial held 44,714 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.5M as of Q3 2025.
Apexium Financial sold 503 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $40.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.17% of Apexium Financial's portfolio in Q3 2025, its #68 holding.
Apexium Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
Apexium Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.8M in Q1 2023.
1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.