Raleigh Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Raleigh Capital 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
2025 Q1	–	Sell	-29	Closed	-$2.25K	–	1076
2024 Q4	$2.25K	Hold	29	–	–	﹤0.01%	820
2024 Q3	$2.37K	Buy	29 +23	+383%	+$1.85K	﹤0.01%	799
2024 Q2	$423	Sell	6 -26	-81%	-$1.98K	﹤0.01%	917
2024 Q1	$2.48K	Sell	32 -8	-20%	-$592	﹤0.01%	743
2023 Q4	$2.86K	Buy	40 +1	+3%	+$69	﹤0.01%	834
2023 Q3	$2.71K	Hold	39	–	–	﹤0.01%	759
2023 Q2	$2.9K	Sell	39 -403	-91%	-$30.2K	﹤0.01%	712
2023 Q1	$33K	Buy	442 +282	+176%	+$20.6K	0.02%	300
2022 Q4	$11.9K	Buy	160 +1	+0.6%	+$73	0.01%	400
2022 Q3	$11K	Buy	159 +1	+0.6%	+$73	0.01%	348
2022 Q2	$11K	Buy	158 +93	+143%	+$6.98K	0.01%	342
2022 Q1	$5K	Hold	65	–	–	﹤0.01%	472
2021 Q4	$5K	Buy	+65	New	+$4.71K	0.01%	245

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

Raleigh Capital Management's XLP Position: Q1 2025 in Review

Raleigh Capital Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 29 shares — an estimated $2.25K sold.

Raleigh Capital Management first reported a position in XLP in Q4 2021 and held it in 13 quarters. The position peaked at $33K in Q1 2023. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Raleigh Capital Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 29 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $2.25K.
Raleigh Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 13 quarters.
Raleigh Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $33K in Q1 2023.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.