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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,836
Closed -$554K 125
2025
Q2
$554K Sell
6,836
-2,540
-27% -$206K 0.31% 58
2025
Q1
$766K Buy
+9,376
New +$748K 0.47% 50

Other funds holding XLP

Brendel Financial Advisors's XLP Position: Q3 2025 in Review

Brendel Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 6,836 shares — an estimated $554K sold.

Brendel Financial Advisors first reported a position in XLP in Q1 2025 and held it in 2 quarters. The position peaked at $766K in Q1 2025. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

  • Brendel Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 6,836 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $554K.
  • Brendel Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
  • Brendel Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $766K in Q1 2025.
  • 1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.