Sabal Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sabal Trust’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	$3.96M	Buy	48,522 +615	+1%	+$49.1K	0.22%	76
2024 Q4	$3.77M	Sell	47,907 -3	-0%	-$244	0.22%	77
2024 Q3	$3.98M	Buy	47,910 +365	+0.8%	+$29.3K	0.22%	72
2024 Q2	$3.64M	Sell	47,545 -428	-0.9%	-$32.6K	0.22%	70
2024 Q1	$3.66M	Buy	47,973 +254	+0.5%	+$18.8K	0.21%	68
2023 Q4	$3.44M	Sell	47,719 -1,011	-2%	-$70K	0.21%	64
2023 Q3	$3.35M	Sell	48,730 -854	-2%	-$62.5K	0.22%	58
2023 Q2	$3.68M	Sell	49,584 -27	-0.1%	-$2.03K	0.23%	58
2023 Q1	$3.71M	Sell	49,611 -481	-1%	-$35.2K	0.26%	54
2022 Q4	$3.73M	Sell	50,092 -2,982	-6%	-$217K	0.25%	53
2022 Q3	$3.54M	Sell	53,074 -2,269	-4%	-$166K	0.27%	53
2022 Q2	$3.99M	Sell	55,343 -950	-2%	-$71.3K	0.29%	52
2022 Q1	$4.27M	Sell	56,293 -1,135	-2%	-$85.5K	0.3%	51
2021 Q4	$4.43M	Sell	57,428 -1,073	-2%	-$77.8K	0.28%	53
2021 Q3	$4.03M	Sell	58,501 -2,501	-4%	-$178K	0.29%	54
2021 Q2	$4.27M	Sell	61,002 -5,867	-9%	-$411K	0.31%	51
2021 Q1	$4.57M	Sell	66,869 -671	-1%	-$44.1K	0.34%	51
2020 Q4	$4.55M	Sell	67,540 -1,726	-2%	-$114K	0.37%	49
2020 Q3	$4.44M	Buy	69,266 +649	+0.9%	+$41K	0.39%	46
2020 Q2	$4.02M	Sell	68,617 -289	-0.4%	-$16.9K	0.38%	44
2020 Q1	$3.75M	Sell	68,906 -1,571	-2%	-$95.4K	0.42%	38
2019 Q4	$4.44M	Sell	70,477 -3,035	-4%	-$187K	0.35%	41
2019 Q3	$4.51M	Sell	73,512 -18,131	-20%	-$1.09M	0.36%	42
2019 Q2	$5.32M	Sell	91,643 -2,359	-3%	-$135K	0.47%	40
2019 Q1	$5.27M	Sell	94,002 -70,317	-43%	-$3.76M	0.47%	42
2018 Q4	$8.35M	Buy	164,319 +100,150	+156%	+$5.43M	0.86%	40
2018 Q3	$3.46M	Buy	64,169 +12,104	+23%	+$650K	0.31%	46
2018 Q2	$2.68M	Sell	52,065 -2,451	-4%	-$124K	0.26%	50
2018 Q1	$2.87M	Sell	54,516 -3,273	-6%	-$180K	0.27%	46
2017 Q4	$3.29M	Sell	57,789 -2,707	-4%	-$149K	0.33%	38
2017 Q3	$3.27M	Buy	60,496 +490	+0.8%	+$26.9K	0.33%	41
2017 Q2	$3.3M	Buy	60,006 +680	+1%	+$37.8K	0.35%	40
2017 Q1	$3.24M	Sell	59,326 -6,750	-10%	-$363K	0.36%	38
2016 Q4	$3.42M	Sell	66,076 -5,255	-7%	-$272K	0.37%	38
2016 Q3	$3.79M	Sell	71,331 -4,282	-6%	-$233K	0.42%	37
2016 Q2	$4.17M	Sell	75,613 -2,391	-3%	-$127K	0.48%	35
2016 Q1	$4.14M	Sell	78,004 -5,516	-7%	-$280K	0.49%	37
2015 Q4	$4.22M	Buy	83,520 +37,581	+82%	+$1.87M	0.55%	35
2015 Q3	$2.17M	Sell	45,939 -855	-2%	-$41.6K	0.3%	40
2015 Q2	$2.23M	Sell	46,794 -175	-0.4%	-$8.55K	0.29%	43
2015 Q1	$2.29M	Sell	46,969 -1,248	-3%	-$61.3K	0.3%	43
2014 Q4	$2.34M	Sell	48,217 -475	-1%	-$22.5K	0.3%	46
2014 Q3	$2.2M	Sell	48,692 -687	-1%	-$30.8K	0.3%	45
2014 Q2	$2.2M	Sell	49,379 -625	-1%	-$27.6K	0.31%	42
2014 Q1	$2.15M	Sell	50,004 -1,400	-3%	-$58.8K	0.3%	43
2013 Q4	$2.21M	Sell	51,404 -317	-0.6%	-$13.4K	0.32%	44
2013 Q3	$2.06M	Sell	51,721 -1,147	-2%	-$46.7K	0.32%	43
2013 Q2	$2.1M	Buy	+52,868	New	+$2.15M	0.34%	45

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

Sabal Trust's XLP Position: Q1 2025 in Review

Sabal Trust increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.3% in Q1 2025, buying an estimated $49.1K and bringing the position to 48,522 shares worth $3.96M. The position accounts for 0.22% of the portfolio, ranked #76.

Sabal Trust first reported a position in XLP in Q2 2013 and has held it in 48 quarters since. The position peaked at $8.35M in Q4 2018. 1,191 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Sabal Trust held 48,522 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.96M as of Q1 2025.
Sabal Trust bought 615 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $49.1K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.22% of Sabal Trust's portfolio in Q1 2025, its #76 holding.
Sabal Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
Sabal Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.35M in Q4 2018.
1,191 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.