Aveo Capital Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Aveo Capital Partners’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	–	Sell	-15,860	Closed	-$1.29M	–	172
2025 Q1	$1.29M	Buy	15,860 +5,218	+49%	+$416K	0.21%	66
2024 Q4	$837K	Buy	10,642 +3,607	+51%	+$293K	0.09%	147
2024 Q3	$584K	Sell	7,035 -487	-6%	-$39.1K	0.06%	182
2024 Q2	$576K	Sell	7,522 -359	-5%	-$27.4K	0.07%	173
2024 Q1	$598K	Sell	7,881 -3,026	-28%	-$224K	0.07%	193
2023 Q4	$786K	Sell	10,907 -11,229	-51%	-$778K	0.09%	152
2023 Q3	$1.52M	Sell	22,136 -1,466	-6%	-$107K	0.2%	99
2023 Q2	$1.75M	Sell	23,602 -4,078	-15%	-$306K	0.22%	94
2023 Q1	$2.07M	Sell	27,680 -5,165	-16%	-$378K	0.28%	82
2022 Q4	$2.45M	Sell	32,845 -8,592	-21%	-$626K	0.37%	62
2022 Q3	$2.77M	Sell	41,437 -3,590	-8%	-$263K	0.48%	54
2022 Q2	$3.25M	Sell	45,027 -8,986	-17%	-$675K	0.53%	52
2022 Q1	$4.1M	Buy	54,013 +5,989	+12%	+$451K	0.72%	43
2021 Q4	$3.7M	Buy	48,024 +3,023	+7%	+$219K	0.66%	51
2021 Q3	$3.1M	Buy	45,001 +2,859	+7%	+$204K	0.65%	50
2021 Q2	$2.95M	Buy	42,142 +4,648	+12%	+$325K	0.65%	50
2021 Q1	$2.56M	Buy	37,494 +22,144	+144%	+$1.46M	0.65%	48
2020 Q4	$1.03M	Buy	15,350 +5,731	+60%	+$379K	1.6%	19
2020 Q3	$617K	Buy	9,619 +2,675	+39%	+$169K	0.22%	92
2020 Q2	$407K	Buy	+6,944	New	+$405K	0.82%	36

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

Aveo Capital Partners's XLP Position: Q2 2025 in Review

Aveo Capital Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 15,860 shares — an estimated $1.29M sold.

Aveo Capital Partners first reported a position in XLP in Q2 2020 and held it in 20 quarters. The position peaked at $4.1M in Q1 2022. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Aveo Capital Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 15,860 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $1.29M.
Aveo Capital Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and held it in 20 quarters.
Aveo Capital Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.1M in Q1 2022.
1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.