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

Avantax 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
2025 Q2	$4.2M	Buy	51,899 +2,308	+5%	+$187K	0.02%	510
2025 Q1	$4.05M	Sell	49,591 -49	-0.1%	-$3.91K	0.02%	490
2024 Q4	$3.9M	Sell	49,640 -5,570	-10%	-$452K	0.02%	475
2024 Q3	$4.58M	Sell	55,210 -28,638	-34%	-$2.3M	0.03%	411
2024 Q2	$6.42M	Sell	83,848 -11,481	-12%	-$876K	0.05%	305
2024 Q1	$7.28M	Sell	95,329 -17,645	-16%	-$1.3M	0.06%	230
2023 Q4	$8.14M	Sell	112,974 -44,710	-28%	-$3.1M	0.08%	197
2023 Q3	$10.9M	Buy	157,684 +5,999	+4%	+$439K	0.12%	132
2023 Q2	$11.3M	Buy	151,685 +3,792	+3%	+$285K	0.13%	131
2023 Q1	$11M	Buy	147,893 +7,534	+5%	+$551K	0.14%	129
2022 Q4	$10.5M	Sell	140,359 -361	-0.3%	-$26.3K	0.14%	125
2022 Q3	$9.39M	Buy	140,720 +50,972	+57%	+$3.74M	0.14%	114
2022 Q2	$6.48M	Buy	89,748 +58,853	+190%	+$4.42M	0.1%	162
2022 Q1	$2.34M	Buy	30,895 +2,490	+9%	+$188K	0.03%	344
2021 Q4	$2.19M	Buy	28,405 +7,540	+36%	+$546K	0.03%	353
2021 Q3	$1.44M	Sell	20,865 -2,304	-10%	-$164K	0.02%	405
2021 Q2	$1.62M	Buy	23,169 +1,316	+6%	+$92.1K	0.03%	374
2021 Q1	$1.49M	Buy	21,853 +1,879	+9%	+$124K	0.03%	353
2020 Q4	$1.34M	Sell	19,974 -47,969	-71%	-$3.17M	0.03%	339
2020 Q3	$4.36M	Buy	67,943 +54,182	+394%	+$3.42M	0.07%	226
2020 Q2	$808K	Sell	13,761 -245	-2%	-$14.3K	0.02%	380
2020 Q1	$762K	Sell	14,006 -2,977	-18%	-$181K	0.02%	349
2019 Q4	$1.07M	Buy	16,983 +197	+1%	+$12.1K	0.02%	323
2019 Q3	$1.03M	Buy	16,786 +1,420	+9%	+$85.4K	0.04%	207
2019 Q2	$892K	Buy	15,366 +5,659	+58%	+$324K	0.04%	210
2019 Q1	$545K	Buy	9,707 +1,114	+13%	+$59.6K	0.03%	263
2018 Q4	$437K	Buy	+8,593	New	+$466K	0.07%	240

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Avantax Advisory Services's XLP Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.7% in Q2 2025, buying an estimated $187K and bringing the position to 51,899 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #510.

Avantax Advisory Services first reported a position in XLP in Q4 2018 and has held it in 27 quarters since. The position peaked at $11.3M in Q2 2023. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Avantax Advisory Services held 51,899 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.2M as of Q2 2025.
Avantax Advisory Services bought 2,308 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $187K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #510 holding.
Avantax Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.3M in Q2 2023.
1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.