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

Rise 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 Q4	–	Sell	-4	Closed	-$322	–	1456
2025 Q3	$322	Sell	4 -6	-60%	-$485	﹤0.01%	1458
2025 Q2	$819	Buy	10 +6	+150%	+$487	﹤0.01%	1318
2025 Q1	$331	Hold	4	–	–	﹤0.01%	1418
2024 Q4	$317	Buy	+4	New	+$325	﹤0.01%	1109

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rise Advisors's XLP Position: Q4 2025 in Review

Rise Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 4 shares — an estimated $322 sold.

Rise Advisors first reported a position in XLP in Q4 2024 and held it in 4 quarters. The position peaked at $819 in Q2 2025. 1,219 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

Rise Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 4 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $322.
Rise Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Rise Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $819 in Q2 2025.
1,219 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.