Sage Financial Management Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sage Financial Management Group’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 Q2	–	Sell	-3,888	Closed	-$318K	–	57
2025 Q1	$318K	Hold	3,888	–	–	0.12%	44
2024 Q4	$306K	Hold	3,888	–	–	0.11%	43
2024 Q3	$323K	Hold	3,888	–	–	0.13%	41
2024 Q2	$298K	Hold	3,888	–	–	0.91%	10
2024 Q1	$297K	Hold	3,888	–	–	0.14%	42
2023 Q4	$280K	Hold	3,888	–	–	0.15%	40
2023 Q3	$268K	Sell	3,888 -1,288	-25%	-$94.3K	0.16%	38
2023 Q2	$384K	Buy	5,176 +2,084	+67%	+$156K	2.31%	7
2023 Q1	$231K	Sell	3,092 -2,241	-42%	-$164K	0.19%	35
2022 Q4	$398K	Buy	5,333 +1,201	+29%	+$87.5K	0.28%	32
2022 Q3	$276K	Sell	4,132 -2,446	-37%	-$179K	0.24%	28
2022 Q2	$475K	Hold	6,578	–	–	0.33%	24
2022 Q1	$499K	Buy	6,578 +2,347	+55%	+$177K	0.34%	21
2021 Q4	$326K	Sell	4,231 -2,554	-38%	-$185K	0.22%	24
2021 Q3	$467K	Hold	6,785	–	–	11.71%	2
2021 Q2	$475K	Buy	6,785 +942	+16%	+$65.9K	0.43%	18
2021 Q1	$399K	Sell	5,843 -2,508	-30%	-$165K	0.31%	22
2020 Q4	$563K	Buy	+8,351	New	+$552K	0.44%	19

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sage Financial Management Group's XLP Position: Q2 2025 in Review

Sage Financial Management Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 3,888 shares — an estimated $318K sold.

Sage Financial Management Group first reported a position in XLP in Q4 2020 and held it in 18 quarters. The position peaked at $563K in Q4 2020. 1,199 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Sage Financial Management Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Sage Financial Management Group sold 3,888 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $318K.
Sage Financial Management Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 18 quarters.
Sage Financial Management Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $563K in Q4 2020.
1,199 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Sage Financial Management Group's 13F filing for Q2 2025, filed 21 Jul 2025.