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Columbia River Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Columbia River Financial Group’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
-168
Closed -$13K – 121
2025
Q1 		$13K Buy
+168
New +$13.4K 0.01% 121

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Columbia River Financial Group's XLP Position: Q2 2025 in Review

Columbia River Financial Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 168 shares — an estimated $13K sold.

Columbia River Financial Group first reported a position in XLP in Q1 2025 and held it in 1 quarter. The position peaked at $13K in Q1 2025. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

  • Columbia River Financial Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 168 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $13K.
  • Columbia River Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $13K in Q1 2025.
  • 1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.