Journey Advisory Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Journey Advisory Group’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	-2,575	Closed	-$208K	–	289
2025 Q2	$208K	Buy	+2,575	New	+$209K	0.02%	271
2022 Q1	–	Sell	-2,825	Closed	-$218K	–	229
2021 Q4	$218K	Buy	+2,825	New	+$205K	0.06%	196
2021 Q3	–	Sell	-6,334	Closed	-$443K	–	205
2021 Q2	$443K	Hold	6,334	–	–	0.14%	125
2021 Q1	$433K	Hold	6,334	–	–	0.15%	120
2020 Q4	$427K	Buy	+6,334	New	+$419K	0.16%	111

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 22.96% 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

Journey Advisory Group's XLP Position: Q3 2025 in Review

Journey Advisory Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 2,575 shares — an estimated $208K sold.

Journey Advisory Group first reported a position in XLP in Q4 2020 and held it in 5 quarters. The position peaked at $443K in Q2 2021. 1,163 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Journey Advisory Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Journey Advisory Group sold 2,575 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $208K.
Journey Advisory Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Journey Advisory Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $443K in Q2 2021.
1,163 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Journey Advisory Group's 13F filing for Q3 2025, filed 10 Nov 2025.