Global Financial Private Client’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Global Financial Private Client’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	-5,881	Closed	-$461K	–	242
2025 Q3	$461K	Sell	5,881 -115	-2%	-$9.29K	0.16%	152
2025 Q2	$485K	Buy	5,996 +1,905	+47%	+$155K	0.18%	139
2025 Q1	$334K	Buy	4,091 +3,151	+335%	+$251K	0.13%	161
2024 Q4	$73.9K	Hold	940	–	–	0.03%	291
2024 Q3	$78K	Hold	940	–	–	0.03%	284
2024 Q2	$72K	Hold	940	–	–	0.03%	266
2024 Q1	$71.2K	Hold	940	–	–	0.03%	269
2023 Q4	$67.7K	Sell	940 -1,996	-68%	-$138K	0.03%	273
2023 Q3	$201K	Sell	2,936 -4,064	-58%	-$297K	0.1%	164
2023 Q2	$523K	Sell	7,000 -35	-0.5%	-$2.63K	0.26%	92
2023 Q1	$528K	Sell	7,035 -7,785	-53%	-$569K	0.27%	88
2022 Q4	$1.1M	Buy	14,820 +5	+0%	+$364	0.62%	40
2022 Q3	$1.01M	Buy	14,815 +551	+4%	+$40.4K	0.58%	43
2022 Q2	$1.04M	Sell	14,264 -246	-2%	-$18.5K	0.59%	38
2022 Q1	$1.11M	Buy	14,510 +9,664	+199%	+$728K	0.54%	43
2021 Q4	$374K	Buy	+4,846	New	+$351K	0.18%	107
2020 Q4	–	Sell	-318	Closed	-$20.5K	–	597
2020 Q3	$20.5K	Sell	318 -31	-9%	-$1.96K	0.02%	257
2020 Q2	$20.5K	Sell	349 -1,324	-79%	-$77.3K	0.02%	292
2020 Q1	$89.6K	Buy	1,673 +866	+107%	+$52.6K	0.09%	154
2019 Q4	$50.8K	Buy	+807	New	+$49.7K	0.04%	237

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Financial Private Client's XLP Position: Q4 2025 in Review

Global Financial Private Client sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 5,881 shares — an estimated $461K sold.

Global Financial Private Client first reported a position in XLP in Q4 2019 and held it in 20 quarters. The position peaked at $1.11M in Q1 2022. 1,215 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

Global Financial Private Client reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Global Financial Private Client sold 5,881 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $461K.
Global Financial Private Client first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 20 quarters.
Global Financial Private Client's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.11M in Q1 2022.
1,215 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Global Financial Private Client's 13F filing for Q4 2025, filed 27 Jan 2026.