J.W. Burns & Co’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

J.W. Burns & Co’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	-2,618	Closed	-$205K	–	190
2025 Q3	$205K	Sell	2,618 -85	-3%	-$6.87K	0.02%	180
2025 Q2	$219K	Sell	2,703 -217	-7%	-$17.6K	0.03%	178
2025 Q1	$238K	Sell	2,920 -313	-10%	-$25K	0.03%	168
2024 Q4	$254K	Sell	3,233 -362	-10%	-$29.4K	0.03%	175
2024 Q3	$298K	Sell	3,595 -100	-3%	-$8.03K	0.04%	162
2024 Q2	$283K	Hold	3,695	–	–	0.04%	162
2024 Q1	$282K	Sell	3,695 -70	-2%	-$5.18K	0.04%	165
2023 Q4	$271K	Buy	3,765 +60	+2%	+$4.16K	0.04%	165
2023 Q3	$255K	Hold	3,705	–	–	0.04%	164
2023 Q2	$275K	Buy	3,705 +230	+7%	+$17.3K	0.04%	153
2023 Q1	$260K	Buy	3,475 +15	+0.4%	+$1.1K	0.04%	160
2022 Q4	$258K	Sell	3,460 -68	-2%	-$4.96K	0.05%	156
2022 Q3	$235K	Sell	3,528 -25	-0.7%	-$1.83K	0.05%	156
2022 Q2	$256K	Sell	3,553 -20	-0.6%	-$1.5K	0.05%	148
2022 Q1	$271K	Sell	3,573 -25	-0.7%	-$1.88K	0.04%	152
2021 Q4	$277K	Sell	3,598 -70	-2%	-$5.07K	0.04%	160
2021 Q3	$253K	Hold	3,668	–	–	0.04%	163
2021 Q2	$257K	Sell	3,668 -988	-21%	-$69.2K	0.04%	163
2021 Q1	$318K	Buy	4,656 +68	+1%	+$4.47K	0.05%	151
2020 Q4	$309K	Hold	4,588	–	–	0.06%	145
2020 Q3	$294K	Hold	4,588	–	–	0.06%	138
2020 Q2	$269K	Buy	+4,588	New	+$268K	0.06%	136
2020 Q1	–	Sell	-3,595	Closed	-$226K	–	162
2019 Q4	$226K	Sell	3,595 -355	-9%	-$21.9K	0.05%	155
2019 Q3	$243K	Buy	3,950 +160	+4%	+$9.62K	0.06%	146
2019 Q2	$220K	Buy	+3,790	New	+$217K	0.05%	159

Other funds holding XLP

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

J.W. Burns & Co's XLP Position: Q4 2025 in Review

J.W. Burns & Co sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 2,618 shares — an estimated $205K sold.

J.W. Burns & Co first reported a position in XLP in Q2 2019 and held it in 25 quarters. The position peaked at $318K in Q1 2021. 1,217 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

J.W. Burns & Co reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
J.W. Burns & Co sold 2,618 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $205K.
J.W. Burns & Co first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and held it in 25 quarters.
J.W. Burns & Co's State Street Consumer Staples Select Sector SPDR ETF position peaked at $318K in Q1 2021.
1,217 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on J.W. Burns & Co's 13F filing for Q4 2025, filed 12 Jan 2026.