IronBridge Private Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

IronBridge Private Wealth’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
2024 Q4	–	Sell	-53,769	Closed	-$4.46M	–	55
2024 Q3	$4.46M	Buy	+53,769	New	+$4.32M	1.67%	20
2022 Q2	–	Sell	-104,105	Closed	-$7.9M	–	47
2022 Q1	$7.9M	Buy	+104,105	New	+$7.84M	4.87%	5

Other funds holding XLP

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IronBridge Private Wealth's XLP Position: Q4 2024 in Review

IronBridge Private Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 53,769 shares — an estimated $4.46M sold.

IronBridge Private Wealth first reported a position in XLP in Q1 2022 and held it in 2 quarters. The position peaked at $7.9M in Q1 2022. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

IronBridge Private Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
IronBridge Private Wealth sold 53,769 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $4.46M.
IronBridge Private Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
IronBridge Private Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.9M in Q1 2022.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on IronBridge Private Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.