Phoenix Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Phoenix Financial’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
2026 Q1	$37M	Sell	450,987 -45,000	-9%	-$3.79M	0.35%	54
2025 Q4	$38.5M	Sell	495,987 -980,035	-66%	-$76.5M	0.42%	44
2025 Q3	$116M	Buy	1,476,022 +1,234,005	+510%	+$99.7M	1.41%	19
2025 Q2	$19.6M	Buy	242,017 +20,303	+9%	+$1.65M	0.26%	63
2025 Q1	$18.1M	Sell	221,714 -206,193	-48%	-$16.5M	0.28%	66
2024 Q4	$33.6M	Sell	427,907 -1,240,059	-74%	-$101M	0.46%	46
2024 Q3	$138M	Buy	1,667,966 +316,247	+23%	+$25.4M	2.04%	11
2024 Q2	$104M	Buy	1,351,719 +607,839	+82%	+$46.4M	1.58%	20
2024 Q1	$56.8M	Buy	+743,880	New	+$55M	0.79%	33
2023 Q4	–	Sell	-21,073	Closed	-$1.45M	–	390
2023 Q3	$1.45M	Sell	21,073 -19,544	-48%	-$1.43M	0.03%	205
2023 Q2	$3.01M	Sell	40,617 -52,464	-56%	-$3.94M	0.06%	125
2023 Q1	$6.95M	Buy	93,081 +379	+0.4%	+$27.7K	0.16%	70
2022 Q4	$6.91M	Buy	92,702 +56,197	+154%	+$4.09M	0.13%	78
2022 Q3	$2.44M	Sell	36,505 -30,440	-45%	-$2.23M	0.05%	132
2022 Q2	$4.83M	Buy	66,945 +17,343	+35%	+$1.3M	0.1%	114
2022 Q1	$3.76M	Sell	49,602 -433,995	-90%	-$32.7M	0.06%	148
2021 Q4	$37.3M	Buy	483,597 +697	+0.1%	+$50.5K	0.61%	58
2021 Q3	$33.2M	Buy	+482,900	New	+$34.4M	0.58%	59
2019 Q4	–	Sell	-5,146	Closed	-$301K	–	219
2019 Q3	$301K	Buy	+5,146	New	+$309K	0.01%	172

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Phoenix Financial's XLP Position: Q1 2026 in Review

Phoenix Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 9.1% in Q1 2026, selling an estimated $3.79M and leaving 450,987 shares worth $37M. The position accounts for 0.35% of the portfolio, ranked #54.

Phoenix Financial first reported a position in XLP in Q3 2019 and has held it in 19 quarters since. The position peaked at $138M in Q3 2024. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Phoenix Financial held 450,987 shares of State Street Consumer Staples Select Sector SPDR ETF worth $37M as of Q1 2026.
Phoenix Financial sold 45,000 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $3.79M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.35% of Phoenix Financial's portfolio in Q1 2026, its #54 holding.
Phoenix Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and has held it in 19 quarters since.
Phoenix Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $138M in Q3 2024.
1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.