Comprehensive Financial Consultants Institutional’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-4,144	Closed	-$326K	–	184
2024 Q4	$326K	Sell	4,144 -123	-3%	-$9.99K	0.12%	139
2024 Q3	$354K	Sell	4,267 -860	-17%	-$69K	0.13%	137
2024 Q2	$393K	Hold	5,127	–	–	0.15%	129
2024 Q1	$391K	Hold	5,127	–	–	0.16%	126
2023 Q4	$369K	Sell	5,127 -26	-0.5%	-$1.8K	0.17%	124
2023 Q3	$355K	Buy	5,153 +26	+0.5%	+$1.9K	0.19%	120
2023 Q2	$380K	Buy	5,127 +267	+5%	+$20K	0.2%	121
2023 Q1	$363K	Hold	4,860	–	–	0.21%	119
2022 Q4	$362K	Hold	4,860	–	–	0.22%	120
2022 Q3	$331K	Hold	4,860	–	–	0.22%	121
2022 Q2	$352K	Hold	4,860	–	–	0.25%	117
2022 Q1	$373K	Hold	4,860	–	–	0.26%	114
2021 Q4	$368K	Buy	+4,860	New	+$352K	0.24%	108

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

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

Goldman Sachs New York $871B AUM 31.28% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's XLP Position: Q1 2025 in Review

Comprehensive Financial Consultants Institutional sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 4,144 shares — an estimated $326K sold.

Comprehensive Financial Consultants Institutional first reported a position in XLP in Q4 2021 and held it in 13 quarters. The position peaked at $393K in Q2 2024. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Comprehensive Financial Consultants Institutional reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 4,144 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $326K.
Comprehensive Financial Consultants Institutional first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 13 quarters.
Comprehensive Financial Consultants Institutional's State Street Consumer Staples Select Sector SPDR ETF position peaked at $393K in Q2 2024.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2025, filed 15 May 2025.