Pinnacle Family Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-3,240
Closed -$262K 133
2025
Q2
$262K Sell
3,240
-2,620
-45% -$213K 0.13% 108
2025
Q1
$479K Buy
5,860
+1,305
+29% +$104K 0.26% 74
2024
Q4
$358K Buy
+4,555
New +$370K 0.17% 83
2023
Q3
Sell
-13,680
Closed -$1.01M 107
2023
Q2
$1.01M Buy
+13,680
New +$1.03M 0.55% 34

Other funds holding XLP

Pinnacle Family Advisors's XLP Position: Q3 2025 in Review

Pinnacle Family Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 3,240 shares — an estimated $262K sold.

Pinnacle Family Advisors first reported a position in XLP in Q2 2023 and held it in 4 quarters. The position peaked at $1.01M in Q2 2023. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

  • Pinnacle Family Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 3,240 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $262K.
  • Pinnacle Family Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2023 and held it in 4 quarters.
  • Pinnacle Family Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.01M in Q2 2023.
  • 1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Pinnacle Family Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.