Stephens Consulting’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Stephens Consulting’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	-201	Closed	-$16.4K	–	2032
2025 Q1	$16.4K	Buy	201 +101	+101%	+$8.06K	﹤0.01%	279
2024 Q4	$7.86K	Buy	+100	New	+$8.12K	﹤0.01%	376
2023 Q2	–	Sell	-252	Closed	-$18.8K	–	534
2023 Q1	$18.8K	Sell	252 -283	-53%	-$20.7K	0.01%	252
2022 Q4	$39.9K	Buy	535 +82	+18%	+$5.97K	0.03%	188
2022 Q3	$30.2K	Buy	+453	New	+$33.2K	0.03%	215

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

Stephens Consulting's XLP Position: Q2 2025 in Review

Stephens Consulting sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 201 shares — an estimated $16.4K sold.

Stephens Consulting first reported a position in XLP in Q3 2022 and held it in 5 quarters. The position peaked at $39.9K in Q4 2022. 1,199 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Stephens Consulting reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 201 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $16.4K.
Stephens Consulting first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and held it in 5 quarters.
Stephens Consulting's State Street Consumer Staples Select Sector SPDR ETF position peaked at $39.9K in Q4 2022.
1,199 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.