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

Castleview 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 Q3	–	Sell	-8,831	Closed	-$715K	–	198
2025 Q2	$715K	Buy	8,831 +3,834	+77%	+$311K	0.46%	47
2025 Q1	$408K	Sell	4,997 -17,427	-78%	-$1.39M	0.28%	95
2024 Q4	$1.76M	Sell	22,424 -4,658	-17%	-$378K	0.95%	19
2024 Q3	$2.25M	Buy	27,082 +999	+4%	+$80.2K	1.3%	13
2024 Q2	$2M	Buy	26,083 +4,149	+19%	+$316K	1.14%	14
2024 Q1	$1.67M	Sell	21,934 -2,205	-9%	-$163K	0.94%	15
2023 Q4	$1.74M	Buy	24,139 +16,709	+225%	+$1.16M	1.22%	11
2023 Q3	$511K	Sell	7,430 -13,944	-65%	-$1.02M	0.47%	43
2023 Q2	$1.59M	Buy	21,374 +15,289	+251%	+$1.15M	1.43%	8
2023 Q1	$455K	Buy	6,085 +1,386	+29%	+$101K	0.4%	58
2022 Q4	$350K	Buy	4,699 +747	+19%	+$54.4K	0.34%	71
2022 Q3	$264K	Buy	3,952 +3,933	+20,700%	+$288K	0.25%	89
2022 Q2	$2.61K	Sell	19 -4,147	-100%	-$311K	﹤0.01%	615
2022 Q1	$316K	Sell	4,166 -332,496	-99%	-$25M	0.2%	108
2021 Q4	$4.37K	Buy	+336,662	New	+$24.4M	0.03%	177
2021 Q2	$252K	Buy	+3,599	New	+$252K	0.11%	195

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

Castleview Partners's XLP Position: Q3 2025 in Review

Castleview Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 8,831 shares — an estimated $715K sold.

Castleview Partners first reported a position in XLP in Q2 2021 and held it in 16 quarters. The position peaked at $2.25M in Q3 2024. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Castleview Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Castleview Partners sold 8,831 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $715K.
Castleview Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2021 and held it in 16 quarters.
Castleview Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.25M in Q3 2024.
1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Castleview Partners's 13F filing for Q3 2025, filed 10 Oct 2025.