Orion Portfolio Solutions’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Orion Portfolio Solutions’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	$1.11M	Sell	13,562 -92,544	-87%	-$7.39M	0.01%	1028
2024 Q4	$8.34M	Sell	106,106 -4,006	-4%	-$325K	0.08%	223
2024 Q3	$9.14M	Sell	110,112 -11,659	-10%	-$936K	0.09%	218
2024 Q2	$9.33M	Sell	121,771 -3,627	-3%	-$277K	0.1%	202
2024 Q1	$9.58M	Sell	125,398 -2,070	-2%	-$153K	0.1%	204
2023 Q4	$9.25M	Sell	127,468 -7,759	-6%	-$537K	0.11%	191
2023 Q3	$9.3M	Sell	135,227 -2,180	-2%	-$160K	0.11%	180
2023 Q2	$10.2M	Buy	137,407 +1,633	+1%	+$123K	0.11%	182
2023 Q1	$10.1M	Sell	135,774 -17,700	-12%	-$1.29M	0.13%	153
2022 Q4	$11.4M	Buy	153,474 +1,887	+1%	+$137K	0.4%	36
2022 Q3	$10.1M	Sell	151,587 -981	-0.6%	-$71.9K	0.4%	34
2022 Q2	$11M	Sell	152,568 -1,049	-0.7%	-$78.7K	0.44%	32
2022 Q1	$11.7M	Buy	153,617 +169	+0.1%	+$12.7K	0.41%	36
2021 Q4	$11.8M	Buy	153,448 +7,385	+5%	+$535K	0.4%	35
2021 Q3	$10.1M	Sell	146,063 -4,579	-3%	-$326K	0.37%	42
2021 Q2	$10.5M	Sell	150,642 -5,189	-3%	-$363K	0.41%	41
2021 Q1	$10.6M	Sell	155,831 -9,416	-6%	-$619K	0.46%	39
2020 Q4	$11.1M	Sell	165,247 -10,936	-6%	-$723K	0.52%	35
2020 Q3	$11.3M	Sell	176,183 -21,042	-11%	-$1.33M	0.59%	31
2020 Q2	$11.6M	Buy	197,225 +86,557	+78%	+$5.05M	0.63%	31
2020 Q1	$6.03M	Sell	110,668 -4,357	-4%	-$264K	0.41%	39
2019 Q4	$7.24M	Buy	+115,025	New	+$7.09M	0.57%	36

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Orion Portfolio Solutions's XLP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 87% in Q1 2025, selling an estimated $7.39M and leaving 13,562 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1028.

Orion Portfolio Solutions first reported a position in XLP in Q4 2019 and has held it in 22 quarters since. The position peaked at $11.8M in Q4 2021. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Orion Portfolio Solutions held 13,562 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.11M as of Q1 2025.
Orion Portfolio Solutions sold 92,544 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $7.39M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1028 holding.
Orion Portfolio Solutions first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
Orion Portfolio Solutions's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.8M in Q4 2021.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.