Smith Anglin Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Smith Anglin Financial’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	-3,182	Closed	-$250K	–	232
2024 Q4	$250K	Sell	3,182 -580	-15%	-$47.1K	0.02%	173
2024 Q3	$312K	Sell	3,762 -200	-5%	-$16.1K	0.03%	149
2024 Q2	$303K	Sell	3,962 -3,507	-47%	-$268K	0.03%	141
2024 Q1	$570K	Buy	7,469 +1,576	+27%	+$117K	0.06%	105
2023 Q4	$424K	Buy	+5,893	New	+$408K	0.05%	112
2021 Q2	–	Sell	-3,061	Closed	-$209K	–	150
2021 Q1	$209K	Sell	3,061 -522	-15%	-$34.3K	0.05%	130
2020 Q4	$242K	Buy	+3,583	New	+$237K	0.04%	114

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

Smith Anglin Financial's XLP Position: Q1 2025 in Review

Smith Anglin Financial sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 3,182 shares — an estimated $250K sold.

Smith Anglin Financial first reported a position in XLP in Q4 2020 and held it in 7 quarters. The position peaked at $570K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Smith Anglin Financial reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Smith Anglin Financial sold 3,182 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $250K.
Smith Anglin Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 7 quarters.
Smith Anglin Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $570K in Q1 2024.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Smith Anglin Financial's 13F filing for Q1 2025, filed 10 Apr 2025.