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

Cornerstone Advisors’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	-106,100	Closed	-$8.67M	–	281
2025 Q1	$8.67M	Sell	106,100 -100,800	-49%	-$8.05M	0.37%	59
2024 Q4	$16.3M	Buy	206,900 +14,300	+7%	+$1.16M	0.65%	32
2024 Q3	$16M	Buy	192,600 +95,000	+97%	+$7.63M	0.63%	36
2024 Q2	$7.47M	Buy	97,600 +74,800	+328%	+$5.71M	0.3%	84
2024 Q1	$1.74M	Buy	+22,800	New	+$1.69M	0.07%	223

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 $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Cornerstone Advisors's XLP Position: Q2 2025 in Review

Cornerstone Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 106,100 shares — an estimated $8.67M sold.

Cornerstone Advisors first reported a position in XLP in Q1 2024 and held it in 5 quarters. The position peaked at $16.3M in Q4 2024. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Cornerstone Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Cornerstone Advisors sold 106,100 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $8.67M.
Cornerstone Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
Cornerstone Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $16.3M in Q4 2024.
1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Cornerstone Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.