HCR Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

HCR Wealth Advisors’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 Q3	–	Sell	-2,606	Closed	-$211K	–	253
2025 Q2	$211K	Sell	2,606 -200	-7%	-$16.2K	0.02%	219
2025 Q1	$229K	Sell	2,806 -58	-2%	-$4.63K	0.03%	208
2024 Q4	$225K	Sell	2,864 -135	-5%	-$11K	0.03%	211
2024 Q3	$249K	Buy	+2,999	New	+$241K	0.03%	203
2024 Q1	–	Sell	-2,778	Closed	-$200K	–	232
2023 Q4	$200K	Buy	+2,778	New	+$192K	0.03%	200
2023 Q3	–	Sell	-2,751	Closed	-$204K	–	190
2023 Q2	$204K	Buy	+2,751	New	+$206K	0.04%	165
2022 Q1	–	Sell	-2,622	Closed	-$202K	–	209
2021 Q4	$202K	Buy	+2,622	New	+$190K	0.03%	195
2021 Q3	–	Sell	-4,222	Closed	-$295K	–	207
2021 Q2	$295K	Hold	4,222	–	–	0.05%	158
2021 Q1	$288K	Sell	4,222 -25	-0.6%	-$1.64K	0.06%	155
2020 Q4	$286K	Buy	4,247 +53	+1%	+$3.5K	0.06%	154
2020 Q3	$269K	Buy	4,194 +75	+2%	+$4.74K	0.06%	137
2020 Q2	$242K	Sell	4,119 -400	-9%	-$23.3K	0.06%	133
2020 Q1	$246K	Buy	4,519 +2,037	+82%	+$124K	0.07%	130
2019 Q4	$156K	Buy	+2,482	New	+$153K	0.04%	158

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HCR Wealth Advisors's XLP Position: Q3 2025 in Review

HCR Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 2,606 shares — an estimated $211K sold.

HCR Wealth Advisors first reported a position in XLP in Q4 2019 and held it in 14 quarters. The position peaked at $295K in Q2 2021. 1,164 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

HCR Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
HCR Wealth Advisors sold 2,606 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $211K.
HCR Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 14 quarters.
HCR Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $295K in Q2 2021.
1,164 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on HCR Wealth Advisors's 13F filing for Q3 2025, filed 3 Oct 2025.