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Navellier & Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Navellier & Associates’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
Q1 		– Sell
-12,288
Closed -$966K – 380
2024
Q4 		$966K Buy
12,288
+1,891
+18% +$154K 0.12% 166
2024
Q3 		$863K Buy
10,397
+7,488
+257% +$601K 0.12% 155
2024
Q2 		$223K Buy
+2,909
New +$222K 0.03% 314
2023
Q3 		– Sell
-10,687
Closed -$793K – 349
2023
Q2 		$793K Buy
+10,687
New +$802K 0.15% 139
2022
Q3 		– Sell
-15,359
Closed -$1.11M – 305
2022
Q2 		$1.11M Sell
15,359
-193
-1% -$14.5K 0.24% 101
2022
Q1 		$1.18M Buy
+15,552
New +$1.17M 0.2% 115
2021
Q1 		– Sell
-19,348
Closed -$1.3M – 323
2020
Q4 		$1.3M Buy
+19,348
New +$1.28M 0.24% 104
2020
Q1 		– Sell
-32,709
Closed -$2.06M – 297
2019
Q4 		$2.06M Sell
32,709
-2,249
-6% -$139K 0.33% 88
2019
Q3 		$2.15M Buy
34,958
+10,850
+45% +$652K 0.36% 75
2019
Q2 		$1.4M Sell
24,108
-3,283
-12% -$188K 0.22% 115
2019
Q1 		$1.54M Buy
+27,391
New +$1.47M 0.24% 109
2017
Q2 		– Sell
-60,299
Closed -$3.29M – 335
2017
Q1 		$3.29M Sell
60,299
-475
-0.8% -$25.5K 0.48% 79
2016
Q4 		$3.14M Buy
60,774
+1,413
+2% +$73.2K 0.52% 81
2016
Q3 		$3.16M Buy
+59,361
New +$3.23M 0.45% 76
2015
Q3 		– Sell
-96,002
Closed -$4.57M – 379
2015
Q2 		$4.57M Buy
96,002
+24,873
+35% +$1.21M 0.4% 39
2015
Q1 		$3.47M Buy
71,129
+21,372
+43% +$1.05M 0.31% 45
2014
Q4 		$2.41M Buy
49,757
+19,954
+67% +$944K 0.12% 49
2014
Q3 		$1.34M Buy
29,803
+3,206
+12% +$144K 0.07% 83
2014
Q2 		$1.19M Buy
+26,597
New +$1.18M 0.05% 88
2014
Q1 		– Sell
-39,993
Closed -$1.72M – 352
2013
Q4 		$1.72M Buy
+39,993
New +$1.69M 0.08% 73
2013
Q3 		– Sell
-230,711
Closed -$9.15M – 310
2013
Q2 		$9.15M Buy
+230,711
New +$9.39M 0.44% 45

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Navellier & Associates's XLP Position: Q1 2025 in Review

Navellier & Associates sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 12,288 shares — an estimated $966K sold.

Navellier & Associates first reported a position in XLP in Q2 2013 and held it in 21 quarters. The position peaked at $9.15M in Q2 2013. 1,192 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

  • Navellier & Associates reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Navellier & Associates sold 12,288 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $966K.
  • Navellier & Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 21 quarters.
  • Navellier & Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $9.15M in Q2 2013.
  • 1,192 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Navellier & Associates's 13F filing for Q1 2025, filed 6 May 2025.