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

Rational Advisors’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 Q3	–	Sell	-13,987	Closed	-$1.13M	–	215
2025 Q2	$1.13M	Sell	13,987 -1,764	-11%	-$143K	0.11%	77
2025 Q1	$1.29M	Buy	15,751 +4,124	+35%	+$329K	0.13%	73
2024 Q4	$914K	Buy	+11,627	New	+$944K	0.09%	74
2023 Q4	–	Sell	-19,455	Closed	-$1.34M	–	283
2023 Q3	$1.34M	Buy	19,455 +4,559	+31%	+$334K	0.12%	73
2023 Q2	$1.1M	Buy	+14,896	New	+$1.12M	0.09%	79
2019 Q4	–	Sell	-124,685	Closed	-$7.66M	–	583
2019 Q3	$7.66M	Buy	+124,685	New	+$7.5M	2.97%	1

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Rational Advisors's XLP Position: Q3 2025 in Review

Rational Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 13,987 shares — an estimated $1.13M sold.

Rational Advisors first reported a position in XLP in Q3 2019 and held it in 6 quarters. The position peaked at $7.66M in Q3 2019. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Rational Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Rational Advisors sold 13,987 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $1.13M.
Rational Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and held it in 6 quarters.
Rational Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.66M in Q3 2019.
1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Rational Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.