First Merchants Corp’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

First Merchants Corp’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 Q2	$5.77M	Sell	69,497 -3,237	-4%	-$270K	0.2%	106
2026 Q1	$5.96M	Sell	72,734 -7,461	-9%	-$628K	0.23%	106
2025 Q4	$6.23M	Sell	80,195 -184	-0.2%	-$14.4K	0.23%	101
2025 Q3	$6.3M	Sell	80,379 -4,828	-6%	-$390K	0.24%	102
2025 Q2	$6.9M	Sell	85,207 -3,205	-4%	-$260K	0.27%	93
2025 Q1	$7.22M	Sell	88,412 -3,900	-4%	-$311K	0.29%	89
2024 Q4	$7.26M	Sell	92,312 -2,005	-2%	-$163K	0.28%	89
2024 Q3	$7.83M	Sell	94,317 -1,022	-1%	-$82.1K	0.3%	87
2024 Q2	$7.3M	Sell	95,339 -7,439	-7%	-$567K	0.29%	84
2024 Q1	$7.85M	Sell	102,778 -4,173	-4%	-$309K	0.59%	53
2023 Q4	$7.7M	Sell	106,951 -1,302	-1%	-$90.2K	0.63%	52
2023 Q3	$7.45M	Sell	108,253 -1,473	-1%	-$108K	0.66%	49
2023 Q2	$8.14M	Sell	109,726 -1,621	-1%	-$122K	0.69%	47
2023 Q1	$8.32M	Sell	111,347 -2,262	-2%	-$165K	0.74%	42
2022 Q4	$8.47M	Sell	113,609 -15,396	-12%	-$1.12M	0.78%	43
2022 Q3	$8.61M	Buy	129,005 +17,635	+16%	+$1.29M	0.86%	33
2022 Q2	$8.04M	Sell	111,370 -23,920	-18%	-$1.8M	0.79%	38
2022 Q1	$10.3M	Sell	135,290 -5,000	-4%	-$377K	0.84%	32
2021 Q4	$10.8M	Buy	140,290 +414	+0.3%	+$30K	0.84%	31
2021 Q3	$9.63M	Sell	139,876 -7,540	-5%	-$537K	0.61%	35
2021 Q2	$10.3M	Sell	147,416 -7,655	-5%	-$536K	0.67%	32
2021 Q1	$10.6M	Sell	155,071 -11,802	-7%	-$776K	0.71%	29
2020 Q4	$11.3M	Sell	166,873 -6,075	-4%	-$401K	0.78%	22
2020 Q3	$11.1M	Buy	172,948 +8,091	+5%	+$511K	0.84%	21
2020 Q2	$9.66M	Buy	164,857 +17,919	+12%	+$1.05M	0.82%	21
2020 Q1	$8M	Buy	146,938 +60,212	+69%	+$3.65M	1.04%	19
2019 Q4	$5.46M	Sell	86,726 -1,349	-2%	-$83.1K	0.56%	64
2019 Q3	$5.41M	Buy	88,075 +55,318	+169%	+$3.33M	0.57%	56
2019 Q2	$1.9M	Sell	32,757 -9,703	-23%	-$556K	0.3%	105
2019 Q1	$2.38M	Buy	42,460 +8,346	+24%	+$446K	0.38%	87
2018 Q4	$1.73M	Buy	34,114 +7,395	+28%	+$401K	0.33%	96
2018 Q3	$1.44M	Buy	26,719 +5,137	+24%	+$276K	0.24%	116
2018 Q2	$1.11M	Buy	21,582 +1,182	+6%	+$60K	0.19%	129
2018 Q1	$1.07M	Hold	20,400	–	–	0.18%	127
2017 Q4	$1.16M	Hold	20,400	–	–	0.2%	126
2017 Q3	$1.1M	Hold	20,400	–	–	0.19%	131
2017 Q2	$1.12M	Hold	20,400	–	–	0.31%	91
2017 Q1	$1.11M	Sell	20,400 -510	-2%	-$27.4K	0.31%	91
2016 Q4	$1.08M	Buy	20,910 +301	+1%	+$15.6K	0.32%	91
2016 Q3	$1.1M	Sell	20,609 -2,056	-9%	-$112K	0.35%	88
2016 Q2	$1.25M	Buy	22,665 +896	+4%	+$47.7K	0.41%	76
2016 Q1	$1.16M	Buy	21,769 +217	+1%	+$11K	0.41%	79
2015 Q4	$1.09M	Sell	21,552 -38	-0.2%	-$1.89K	0.38%	87
2015 Q3	$1.02M	Sell	21,590 -9,945	-32%	-$483K	0.36%	93
2015 Q2	$1.5M	Buy	31,535 +14,577	+86%	+$712K	0.47%	75
2015 Q1	$827K	Buy	16,958 +6,958	+70%	+$342K	0.26%	100
2014 Q4	$485K	Hold	10,000	–	–	0.15%	111
2014 Q3	$451K	Hold	10,000	–	–	0.14%	116
2014 Q2	$446K	Sell	10,000 -8,211	-45%	-$363K	0.14%	116
2014 Q1	$784K	Buy	18,211 +50	+0.3%	+$2.1K	0.25%	103
2013 Q4	$780K	Buy	18,161 +8,161	+82%	+$344K	0.26%	100
2013 Q3	$398K	Hold	10,000	–	–	0.13%	110
2013 Q2	$397K	Buy	+10,000	New	+$407K	0.14%	111

Other funds holding XLP

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return