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James Investment Research’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

James Investment Research’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
-5,560
Closed -$436K – 377
2025
Q3 		$436K Buy
5,560
+606
+12% +$49K 0.05% 261
2025
Q2 		$401K Buy
4,954
+209
+4% +$17K 0.05% 243
2025
Q1 		$388K Buy
4,745
+516
+12% +$41.2K 0.05% 231
2024
Q4 		$332K Buy
4,229
+571
+16% +$46.4K 0.04% 258
2024
Q3 		$304K Buy
+3,658
New +$294K 0.04% 271
2023
Q2 		– Sell
-4,038
Closed -$302K – 549
2023
Q1 		$302K Buy
4,038
+97
+2% +$7.09K 0.04% 233
2022
Q4 		$293K Buy
3,941
+232
+6% +$16.9K 0.04% 229
2022
Q3 		$248K Sell
3,709
-229
-6% -$16.8K 0.04% 232
2022
Q2 		$284K Buy
3,938
+2,574
+189% +$193K 0.04% 219
2022
Q1 		$104K Buy
1,364
+503
+58% +$37.9K 0.01% 321
2021
Q4 		$66K Buy
861
+217
+34% +$15.7K 0.01% 359
2021
Q3 		$44K Buy
644
+214
+50% +$15.3K ﹤0.01% 386
2021
Q2 		$30K Hold
430
– – ﹤0.01% 423
2021
Q1 		$29K Sell
430
-365
-46% -$24K ﹤0.01% 411
2020
Q4 		$54K Hold
795
– – ﹤0.01% 383
2020
Q3 		$51K Sell
795
-150
-16% -$9.47K ﹤0.01% 332
2020
Q2 		$55K Sell
945
-235
-20% -$13.7K 0.01% 318
2020
Q1 		$64K Hold
1,180
– – 0.01% 286
2019
Q4 		$74K Hold
1,180
– – 0.01% 348
2019
Q3 		$72K Hold
1,180
– – 0.01% 388
2019
Q2 		$69K Sell
1,180
-2
-0.2% -$115 0.01% 478
2019
Q1 		$66K Buy
1,182
+602
+104% +$32.2K ﹤0.01% 617
2018
Q4 		$29K Buy
+580
New +$31.5K ﹤0.01% 679
2013
Q4 		– Sell
-242
Closed -$10K – 560
2013
Q3 		$10K Sell
242
-4,090
-94% -$167K ﹤0.01% 489
2013
Q2 		$172K Buy
+4,332
New +$176K 0.01% 304

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

James Investment Research's XLP Position: Q4 2025 in Review

James Investment Research sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 5,560 shares — an estimated $436K sold.

James Investment Research first reported a position in XLP in Q2 2013 and held it in 25 quarters. The position peaked at $436K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

  • James Investment Research reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • James Investment Research sold 5,560 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $436K.
  • James Investment Research first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 25 quarters.
  • James Investment Research's State Street Consumer Staples Select Sector SPDR ETF position peaked at $436K in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on James Investment Research's 13F filing for Q4 2025, filed 29 Jan 2026.