FineMark National Bank & Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

FineMark National Bank & Trust’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 Q4	$388K	Buy	+4,989	New	+$389K	0.01%	349
2025 Q3	–	Sell	-2,516	Closed	-$204K	–	476
2025 Q2	$204K	Hold	2,516	–	–	0.01%	430
2025 Q1	$205K	Buy	+2,516	New	+$201K	0.01%	418
2024 Q4	–	Sell	-2,516	Closed	-$209K	–	457
2024 Q3	$209K	Sell	2,516 -600	-19%	-$48.2K	0.01%	406
2024 Q2	$239K	Sell	3,116 -30	-1%	-$2.29K	0.01%	371
2024 Q1	$240K	Buy	+3,146	New	+$233K	0.01%	380
2023 Q2	–	Sell	-13,213	Closed	-$987K	–	445
2023 Q1	$987K	Sell	13,213 -331	-2%	-$24.2K	0.04%	193
2022 Q4	$1.01M	Buy	13,544 +1,780	+15%	+$130K	0.05%	190
2022 Q3	$785K	Sell	11,764 -115	-1%	-$8.43K	0.04%	210
2022 Q2	$857K	Sell	11,879 -285	-2%	-$21.4K	0.04%	212
2022 Q1	$923K	Sell	12,164 -51	-0.4%	-$3.84K	0.04%	217
2021 Q4	$942K	Buy	+12,215	New	+$885K	0.04%	224
2017 Q1	–	Sell	-742	Closed	-$38K	–	1011
2016 Q4	$38K	Buy	742 +148	+25%	+$7.67K	﹤0.01%	688
2016 Q3	$32K	Hold	594	–	–	﹤0.01%	707
2016 Q2	$33K	Buy	594 +94	+19%	+$5K	﹤0.01%	715
2016 Q1	$27K	Hold	500	–	–	﹤0.01%	727
2015 Q4	$25K	Hold	500	–	–	﹤0.01%	781
2015 Q3	$24K	Sell	500 -39	-7%	-$1.9K	﹤0.01%	815
2015 Q2	$26K	Buy	539 +39	+8%	+$1.91K	﹤0.01%	827
2015 Q1	$24K	Sell	500 -182	-27%	-$8.94K	﹤0.01%	846
2014 Q4	$33K	Buy	682 +182	+36%	+$8.61K	﹤0.01%	785
2014 Q3	$23K	Hold	500	–	–	﹤0.01%	857
2014 Q2	$22K	Sell	500 -262	-34%	-$11.6K	﹤0.01%	874
2014 Q1	$33K	Sell	762 -622	-45%	-$26.1K	0.01%	729
2013 Q4	$59K	Buy	1,384 +262	+23%	+$11.1K	0.01%	541
2013 Q3	$45K	Buy	+1,122	New	+$45.7K	0.01%	595

Other funds holding XLP

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

FineMark National Bank & Trust's XLP Position: Q4 2025 in Review

FineMark National Bank & Trust opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025: 4,989 shares worth $388K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: FineMark National Bank & Trust previously reported a position in XLP as recently as Q2 2025.

FineMark National Bank & Trust first reported a position in XLP in Q3 2013 and has held it in 26 quarters since. The position peaked at $1.01M in Q4 2022. 1,219 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

FineMark National Bank & Trust held 4,989 shares of State Street Consumer Staples Select Sector SPDR ETF worth $388K as of Q4 2025.
State Street Consumer Staples Select Sector SPDR ETF was a new FineMark National Bank & Trust position in Q4 2025.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #349 holding.
FineMark National Bank & Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2013 and has held it in 26 quarters since.
FineMark National Bank & Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.01M in Q4 2022.
1,219 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.