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

Freedom 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
Q4 		– Sell
-8,349
Closed -$654K – 146
2025
Q3 		$654K Sell
8,349
-36,682
-81% -$2.96M 0.17% 62
2025
Q2 		$3.65M Buy
45,031
+8,870
+25% +$720K 0.29% 52
2025
Q1 		$2.95M Sell
36,161
-1,934
-5% -$154K 0.25% 65
2024
Q4 		$2.99M Sell
38,095
-3,495
-8% -$284K 0.25% 71
2024
Q3 		$3.45M Buy
41,590
+7,261
+21% +$583K 0.28% 64
2024
Q2 		$2.63M Sell
34,329
-18,596
-35% -$1.42M 0.22% 80
2024
Q1 		$4.04M Sell
52,925
-7,562
-13% -$559K 0.32% 55
2023
Q4 		$4.36M Buy
60,487
+7,213
+14% +$500K 0.36% 52
2023
Q3 		$3.67M Buy
+53,274
New +$3.9M 0.45% 40
2022
Q4 		– Sell
-6,834
Closed -$456K – 799
2022
Q3 		$456K Buy
+6,834
New +$501K 0.05% 450
2022
Q1 		– Sell
-5,761
Closed -$444K – 965
2021
Q4 		$444K Buy
+5,761
New +$418K 0.03% 558
2021
Q2 		– Sell
-12,235
Closed -$836K – 917
2021
Q1 		$836K Buy
+12,235
New +$805K 0.06% 357
2020
Q2 		– Sell
-18,341
Closed -$1.18M – 697
2020
Q1 		$1.18M Buy
18,341
+9,962
+119% +$605K 0.1% 183
2019
Q4 		$528K Sell
8,379
-7,438
-47% -$458K 0.05% 337
2019
Q3 		$971K Sell
15,817
-2,272
-13% -$137K 0.08% 216
2019
Q2 		$1.05M Buy
+18,089
New +$1.04M 0.09% 213
2017
Q3 		– Sell
-17,319
Closed -$952K – 1159
2017
Q2 		$952K Sell
17,319
-74,236
-81% -$4.13M 0.05% 328
2017
Q1 		$5M Buy
91,555
+79,945
+689% +$4.3M 0.29% 35
2016
Q4 		$600K Buy
+11,610
New +$601K 0.04% 425
2016
Q3 		– Sell
-15,118
Closed -$834K – 952
2016
Q2 		$834K Sell
15,118
-83,316
-85% -$4.43M 0.06% 261
2016
Q1 		$5.22M Buy
98,434
+60,249
+158% +$3.06M 0.38% 31
2015
Q4 		$1.93M Buy
+38,185
New +$1.9M 0.15% 89

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedom Investment Management's XLP Position: Q4 2025 in Review

Freedom Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 8,349 shares — an estimated $654K sold.

Freedom Investment Management first reported a position in XLP in Q4 2015 and held it in 22 quarters. The position peaked at $5.22M in Q1 2016. 1,217 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

  • Freedom Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Freedom Investment Management sold 8,349 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $654K.
  • Freedom Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and held it in 22 quarters.
  • Freedom Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.22M in Q1 2016.
  • 1,217 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.