Smithbridge Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Smithbridge Asset Management’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	-2,904	Closed	-$237K	–	129
2025 Q1	$237K	Buy	+2,904	New	+$232K	0.04%	117
2024 Q3	$1,000K	Sell	12,045 -519	-4%	-$41.7K	0.17%	95
2024 Q2	$962K	Sell	12,564 -164	-1%	-$12.5K	0.2%	87
2024 Q1	$972K	Buy	12,728 +20	+0.2%	+$1.48K	0.2%	89
2023 Q4	$915K	Sell	12,708 -1,018	-7%	-$70.5K	0.21%	91
2023 Q3	$944K	Sell	13,726 -8	-0.1%	-$586	0.23%	86
2023 Q2	$1.02M	Buy	+13,734	New	+$1.03M	0.24%	84
2023 Q1	–	Sell	-19,529	Closed	-$1.46M	–	142
2022 Q4	$1.46M	Sell	19,529 -220	-1%	-$16K	0.39%	72
2022 Q3	$1.32M	Sell	19,749 -1,425	-7%	-$104K	0.54%	52
2022 Q2	$1.53M	Buy	+21,174	New	+$1.59M	0.59%	51

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

Smithbridge Asset Management's XLP Position: Q2 2025 in Review

Smithbridge Asset Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 2,904 shares — an estimated $237K sold.

Smithbridge Asset Management first reported a position in XLP in Q2 2022 and held it in 10 quarters. The position peaked at $1.53M in Q2 2022. 1,199 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Smithbridge Asset Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Smithbridge Asset Management sold 2,904 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $237K.
Smithbridge Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 10 quarters.
Smithbridge Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.53M in Q2 2022.
1,199 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Smithbridge Asset Management's 13F filing for Q2 2025, filed 29 Jul 2025.