Fort Point Capital Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Fort Point Capital Partners’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	-2,644	Closed	-$208K	–	331
2024 Q4	$208K	Buy	+2,644	New	+$215K	0.02%	292
2024 Q1	–	Sell	-3,558	Closed	-$256K	–	339
2023 Q4	$256K	Sell	3,558 -433	-11%	-$30K	0.04%	259
2023 Q3	$275K	Buy	3,991 +350	+10%	+$25.6K	0.04%	223
2023 Q2	$270K	Sell	3,641 -85,127	-96%	-$6.39M	0.04%	227
2023 Q1	$6.63M	Sell	88,768 -11,382	-11%	-$833K	1.01%	24
2022 Q4	$7.47M	Sell	100,150 -6,075	-6%	-$443K	1.16%	19
2022 Q3	$7.09M	Buy	106,225 +5,842	+6%	+$428K	1.18%	22
2022 Q2	$7.25M	Buy	100,383 +41,626	+71%	+$3.12M	1.18%	24
2022 Q1	$4.46M	Buy	58,757 +52,667	+865%	+$3.97M	0.62%	43
2021 Q4	$470K	Hold	6,090	–	–	0.06%	170
2021 Q3	$419K	Buy	+6,090	New	+$434K	0.06%	161

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

Fort Point Capital Partners's XLP Position: Q1 2025 in Review

Fort Point Capital Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 2,644 shares — an estimated $208K sold.

Fort Point Capital Partners first reported a position in XLP in Q3 2021 and held it in 11 quarters. The position peaked at $7.47M in Q4 2022. 1,192 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Fort Point Capital Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Fort Point Capital Partners sold 2,644 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $208K.
Fort Point Capital Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and held it in 11 quarters.
Fort Point Capital Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.47M in Q4 2022.
1,192 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Fort Point Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.