Financial Advocates Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Financial Advocates Investment Management’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 Q3	$420K	Sell	5,357 -3,178	-37%	-$257K	0.24%	76
2025 Q2	$691K	Sell	8,535 -13,674	-62%	-$1.11M	0.06%	288
2025 Q1	$1.81M	Sell	22,209 -10,991	-33%	-$877K	0.13%	181
2024 Q4	$2.61M	Sell	33,200 -21,951	-40%	-$1.78M	0.15%	150
2024 Q3	$4.72M	Buy	55,151 +19,005	+53%	+$1.53M	0.27%	87
2024 Q2	$2.77M	Buy	36,146 +1,384	+4%	+$106K	0.17%	134
2024 Q1	$2.65M	Sell	34,762 -219	-0.6%	-$16.2K	0.15%	145
2023 Q4	$2.52M	Sell	34,981 -9,247	-21%	-$641K	0.16%	137
2023 Q3	$3.04M	Sell	44,228 -10,833	-20%	-$793K	0.22%	116
2023 Q2	$4.08M	Buy	55,061 +825	+2%	+$61.9K	0.29%	86
2023 Q1	$4.05M	Sell	54,236 -16,763	-24%	-$1.23M	0.29%	85
2022 Q4	$5.29M	Buy	70,999 +12,828	+22%	+$935K	0.39%	58
2022 Q3	$3.88M	Buy	58,171 +5,535	+11%	+$406K	0.32%	83
2022 Q2	$3.8M	Sell	52,636 -3,129	-6%	-$235K	0.31%	84
2022 Q1	$4.23M	Buy	55,765 +6,175	+12%	+$465K	0.28%	87
2021 Q4	$3.82M	Buy	49,590 +104	+0.2%	+$7.54K	0.24%	102
2021 Q3	$3.41M	Sell	49,486 -974	-2%	-$69.4K	0.23%	112
2021 Q2	$3.53M	Sell	50,460 -1,227	-2%	-$85.9K	0.24%	105
2021 Q1	$3.53M	Sell	51,687 -37,834	-42%	-$2.49M	0.25%	84
2020 Q4	$7.07M	Sell	89,521 -108,038	-55%	-$7.14M	0.48%	44
2020 Q3	$12.7M	Buy	197,559 +84,206	+74%	+$5.32M	1.08%	15
2020 Q2	$6.65M	Buy	113,353 +55,852	+97%	+$3.26M	0.63%	30
2020 Q1	$3.13M	Sell	57,501 -15,764	-22%	-$957K	0.45%	56
2019 Q4	$4.61M	Buy	73,265 +155	+0.2%	+$9.55K	0.49%	45
2019 Q3	$4.49M	Buy	73,110 +51,753	+242%	+$3.11M	0.51%	46
2019 Q2	$1.24M	Buy	21,357 +4,672	+28%	+$267K	0.14%	159
2019 Q1	$936K	Buy	16,685 +491	+3%	+$26.3K	0.12%	191
2018 Q4	$822K	Buy	16,194 +4,195	+35%	+$228K	0.11%	192
2018 Q3	$647K	Buy	11,999 +423	+4%	+$22.7K	0.07%	244
2018 Q2	$593K	Buy	11,576 +1,263	+12%	+$64.1K	0.07%	240
2018 Q1	$542K	Sell	10,313 -501	-5%	-$27.6K	0.07%	243
2017 Q4	$616K	Buy	+10,814	New	+$594K	0.08%	229

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Financial Advocates Investment Management's XLP Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 37% in Q3 2025, selling an estimated $257K and leaving 5,357 shares worth $420K. The position accounts for 0.24% of the portfolio, ranked #76.

Financial Advocates Investment Management first reported a position in XLP in Q4 2017 and has held it in 32 quarters since. The position peaked at $12.7M in Q3 2020. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Financial Advocates Investment Management held 5,357 shares of State Street Consumer Staples Select Sector SPDR ETF worth $420K as of Q3 2025.
Financial Advocates Investment Management sold 3,178 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $257K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.24% of Financial Advocates Investment Management's portfolio in Q3 2025, its #76 holding.
Financial Advocates Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
Financial Advocates Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12.7M in Q3 2020.
1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.