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

Orca 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
2024 Q4	–	Sell	-16,469	Closed	-$1.37M	–	59
2024 Q3	$1.37M	Sell	16,469 -664	-4%	-$53.3K	1.23%	26
2024 Q2	$1.31M	Sell	17,133 -252	-1%	-$19.2K	1.25%	26
2024 Q1	$1.33M	Sell	17,385 -320	-2%	-$23.7K	1.24%	28
2023 Q4	$1.28M	Hold	17,705	–	–	1.22%	28
2023 Q3	$1.22M	Sell	17,705 -380	-2%	-$27.8K	1.35%	26
2023 Q2	$1.34M	Buy	+18,085	New	+$1.36M	1.46%	24

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Orca Investment Management's XLP Position: Q4 2024 in Review

Orca Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 16,469 shares — an estimated $1.37M sold.

Orca Investment Management first reported a position in XLP in Q2 2023 and held it in 6 quarters. The position peaked at $1.37M in Q3 2024. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Orca Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Orca Investment Management sold 16,469 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $1.37M.
Orca Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2023 and held it in 6 quarters.
Orca Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.37M in Q3 2024.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Orca Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.