Element Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Element Wealth’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	-2,490	Closed	-$196K	–	297
2024 Q4	$196K	Sell	2,490 -759	-23%	-$61.6K	0.1%	155
2024 Q3	$270K	Sell	3,249 -118	-4%	-$9.47K	0.14%	120
2024 Q2	$258K	Buy	3,367 +118	+4%	+$9K	0.15%	118
2024 Q1	$248K	Hold	3,249	–	–	0.15%	117
2023 Q4	$234K	Hold	3,249	–	–	0.15%	119
2023 Q3	$224K	Buy	3,249 +75	+2%	+$5.49K	0.16%	111
2023 Q2	$235K	Buy	3,174 +61	+2%	+$4.58K	0.16%	106
2023 Q1	$233K	Hold	3,113	–	–	0.17%	105
2022 Q4	$232K	Buy	3,113 +165	+6%	+$12K	0.19%	101
2022 Q3	$197K	Buy	2,948 +1,115	+61%	+$81.7K	0.18%	99
2022 Q2	$132K	Hold	1,833	–	–	0.13%	115
2022 Q1	$139K	Hold	1,833	–	–	0.11%	123
2021 Q4	$141K	Hold	1,833	–	–	0.11%	114
2021 Q3	$126K	Hold	1,833	–	–	0.1%	109
2021 Q2	$128K	Hold	1,833	–	–	0.1%	105
2021 Q1	$125K	Hold	1,833	–	–	0.1%	104
2020 Q4	$124K	Hold	1,833	–	–	0.11%	104
2020 Q3	$117K	Hold	1,833	–	–	0.13%	95
2020 Q2	$107K	Sell	1,833 -1,832	-50%	-$107K	0.12%	92
2020 Q1	$200K	Hold	3,665	–	–	0.28%	67
2019 Q4	$231K	Buy	+3,665	New	+$226K	0.24%	64

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Element Wealth's XLP Position: Q1 2025 in Review

Element Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 2,490 shares — an estimated $196K sold.

Element Wealth first reported a position in XLP in Q4 2019 and held it in 21 quarters. The position peaked at $270K in Q3 2024. 1,192 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Element Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 2,490 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $196K.
Element Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
Element Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $270K in Q3 2024.
1,192 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.