Creative Financial Designs’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Creative Financial Designs’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
2026 Q1	$434K	Sell	5,289 -384	-7%	-$32.3K	0.03%	359
2025 Q4	$441K	Sell	5,673 -9,049	-61%	-$706K	0.03%	343
2025 Q3	$1.15M	Sell	14,722 -639	-4%	-$51.6K	0.08%	215
2025 Q2	$1.24M	Sell	15,361 -172	-1%	-$14K	0.09%	191
2025 Q1	$1.27M	Sell	15,533 -11,089	-42%	-$885K	0.1%	165
2024 Q4	$2.09M	Sell	26,622 -4,148	-13%	-$337K	0.17%	118
2024 Q3	$2.55M	Buy	30,770 +2,269	+8%	+$182K	0.22%	96
2024 Q2	$2.18M	Buy	28,501 +25,366	+809%	+$1.93M	0.19%	102
2024 Q1	$239K	Buy	3,135 +1,165	+59%	+$86.2K	0.02%	382
2023 Q4	$142K	Sell	1,970 -31	-2%	-$2.15K	0.01%	462
2023 Q3	$138K	Buy	2,001 +555	+38%	+$40.6K	0.02%	432
2023 Q2	$107K	Buy	1,446 +891	+161%	+$66.9K	0.01%	472
2023 Q1	$41.5K	Buy	+555	New	+$40.6K	0.01%	635
2022 Q2	–	Sell	-50	Closed	-$4K	–	1353
2022 Q1	$4K	Buy	+50	New	+$3.77K	﹤0.01%	1096
2021 Q3	–	Sell	-300	Closed	-$21K	–	1461
2021 Q2	$21K	Buy	+300	New	+$21K	﹤0.01%	844
2020 Q3	–	Sell	-219	Closed	-$13K	–	1307
2020 Q2	$13K	Hold	219	–	–	﹤0.01%	702
2020 Q1	$12K	Buy	219 +185	+544%	+$11.2K	0.01%	333
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	510
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	574
2019 Q2	$2K	Buy	+34	New	+$1.95K	﹤0.01%	520
2018 Q1	–	Sell	-29	Closed	-$2K	–	765
2017 Q4	$2K	Sell	29 -110	-79%	-$6.04K	﹤0.01%	626
2017 Q3	$8K	Buy	139 +1	+0.7%	+$55	﹤0.01%	446
2017 Q2	$8K	Buy	138 +110	+393%	+$6.12K	0.01%	455
2017 Q1	$2K	Buy	28 +1	+4%	+$54	﹤0.01%	622
2016 Q4	$1K	Buy	+27	New	+$1.4K	﹤0.01%	696

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Creative Financial Designs's XLP Position: Q1 2026 in Review

Creative Financial Designs reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 6.8% in Q1 2026, selling an estimated $32.3K and leaving 5,289 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #359.

Creative Financial Designs first reported a position in XLP in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.55M in Q3 2024. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Creative Financial Designs held 5,289 shares of State Street Consumer Staples Select Sector SPDR ETF worth $434K as of Q1 2026.
Creative Financial Designs sold 384 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $32.3K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #359 holding.
Creative Financial Designs first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and has held it in 25 quarters since.
Creative Financial Designs's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.55M in Q3 2024.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.