McClarren Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

McClarren Financial 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 Q2	–	Sell	-91	Closed	-$68K	–	310
2025 Q1	$68K	Sell	91 -730	-89%	-$58.3K	0.04%	123
2024 Q4	$64K	Buy	821 +738	+889%	+$59.9K	0.18%	71
2024 Q3	$67	Buy	83 +7	+9%	+$562	0.01%	112
2024 Q2	$62K	Sell	76 -729	-91%	-$55.6K	0.04%	133
2024 Q1	$62K	Buy	805 +6	+0.8%	+$444	0.04%	132
2023 Q4	$58K	Buy	799 +6	+0.8%	+$416	0.04%	145
2023 Q3	$54K	Buy	793 +6	+0.8%	+$439	0.05%	139
2023 Q2	$58K	Buy	787 +5	+0.6%	+$375	0.05%	142
2023 Q1	$58K	Buy	782 +4	+0.5%	+$293	0.05%	129
2022 Q4	$58K	Buy	+778	New	+$56.7K	0.06%	133

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McClarren Financial Advisors's XLP Position: Q2 2025 in Review

McClarren Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 91 shares — an estimated $68K sold.

McClarren Financial Advisors first reported a position in XLP in Q4 2022 and held it in 10 quarters. The position peaked at $68K in Q1 2025. 1,199 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

McClarren Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 91 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $68K.
McClarren Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
McClarren Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $68K in Q1 2025.
1,199 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.