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My Personal CFO LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

My Personal CFO LLC’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
-3,506
Closed -$284K – 158
2025
Q2 		$284K Buy
3,506
+18
+0.5% +$1.46K 0.13% 79
2025
Q1 		$285K Buy
3,488
+13
+0.4% +$1.04K 0.14% 76
2024
Q4 		$273K Buy
3,475
+18
+0.5% +$1.46K 0.14% 79
2024
Q3 		$287K Buy
3,457
+14
+0.4% +$1.12K 0.16% 76
2024
Q2 		$264K Buy
3,443
+18
+0.5% +$1.37K 0.14% 92
2024
Q1 		$262K Buy
3,425
+18
+0.5% +$1.33K 0.15% 86
2023
Q4 		$245K Sell
3,407
-39
-1% -$2.7K 0.16% 84
2023
Q3 		$237K Buy
3,446
+16
+0.5% +$1.17K 0.19% 75
2023
Q2 		$254K Buy
3,430
+17
+0.5% +$1.28K 0.2% 73
2023
Q1 		$255K Buy
3,413
+3,410
+113,667% +$249K 0.22% 63
2022
Q4 		$249K Hold
3
– – 0.23% 60
2022
Q3 		$229K Sell
3
-3,310
-100% -$243K 0.35% 53
2022
Q2 		$239K Buy
3,313
+16
+0.5% +$1.2K 0.31% 52
2022
Q1 		$250K Buy
3,297
+10
+0.3% +$753 0.26% 49
2021
Q4 		$253K Buy
+3,287
New +$238K 0.22% 54

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

My Personal CFO LLC's XLP Position: Q3 2025 in Review

My Personal CFO LLC sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 3,506 shares — an estimated $284K sold.

My Personal CFO LLC first reported a position in XLP in Q4 2021 and held it in 15 quarters. The position peaked at $287K in Q3 2024. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

  • My Personal CFO LLC reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 3,506 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $284K.
  • My Personal CFO LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 15 quarters.
  • My Personal CFO LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $287K in Q3 2024.
  • 1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on My Personal CFO LLC's 13F filing for Q3 2025, filed 21 Oct 2025.