Miller Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Miller Investment Management’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	-12,233	Closed	-$959K	–	98
2025 Q3	$959K	Sell	12,233 -494	-4%	-$39.9K	0.1%	60
2025 Q2	$1.03M	Sell	12,727 -7,432	-37%	-$603K	0.11%	60
2025 Q1	$1.65M	Sell	20,159 -110	-0.5%	-$8.78K	0.18%	48
2024 Q4	$1.59M	Hold	20,269	–	–	0.17%	49
2024 Q3	$1.68M	Sell	20,269 -102,897	-84%	-$8.26M	0.18%	51
2024 Q2	$9.43M	Sell	123,166 -67,880	-36%	-$5.18M	1.13%	24
2024 Q1	$14.6M	Sell	191,046 -124	-0.1%	-$9.17K	1.86%	16
2023 Q4	$13.8M	Sell	191,170 -1,210	-0.6%	-$83.8K	1.96%	15
2023 Q3	$13.2M	Sell	192,380 -998	-0.5%	-$73K	2.08%	14
2023 Q2	$14.3M	Sell	193,378 -170	-0.1%	-$12.8K	2.19%	13
2023 Q1	$14.5M	Sell	193,548 -3,967	-2%	-$290K	2.39%	14
2022 Q4	$14.7M	Sell	197,515 -5,176	-3%	-$377K	2.51%	14
2022 Q3	$13.5M	Sell	202,691 -2,213	-1%	-$162K	2.82%	11
2022 Q2	$14.8M	Buy	204,904 +645	+0.3%	+$48.4K	3.04%	10
2022 Q1	$15.5M	Buy	204,259 +560	+0.3%	+$42.2K	2.44%	12
2021 Q4	$15.7M	Sell	203,699 -12,979	-6%	-$941K	2.25%	14
2021 Q3	$14.9M	Buy	+216,678	New	+$15.4M	2.56%	11

Other funds holding XLP

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Miller Investment Management's XLP Position: Q4 2025 in Review

Miller Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 12,233 shares — an estimated $959K sold.

Miller Investment Management first reported a position in XLP in Q3 2021 and held it in 17 quarters. The position peaked at $15.7M in Q4 2021. 1,215 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

Miller Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Miller Investment Management sold 12,233 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $959K.
Miller Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and held it in 17 quarters.
Miller Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $15.7M in Q4 2021.
1,215 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Miller Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.