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Focus Partners Advisor Solutions’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Focus Partners Advisor Solutions’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 		$517K Sell
6,307
-330
-5% -$27.8K 0.01% 770
2025
Q4 		$516K Sell
6,637
-230
-3% -$18K 0.01% 708
2025
Q3 		$533K Buy
6,867
+597
+10% +$48.2K 0.01% 716
2025
Q2 		$508K Sell
6,270
-570
-8% -$46.2K 0.01% 667
2025
Q1 		$559K Buy
6,840
+1,820
+36% +$145K 0.01% 554
2024
Q4 		$395K Buy
5,020
+418
+9% +$33.9K 0.01% 528
2024
Q3 		$382K Sell
4,602
-604
-12% -$48.5K 0.01% 508
2024
Q2 		$399K Buy
5,206
+402
+8% +$30.7K 0.01% 427
2024
Q1 		$367K Buy
+4,804
New +$355K 0.01% 419

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return