Stonebridge Financial Group (Pennsylvania)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	-284,083	Closed	-$22.3M	–	1035
2024 Q4	$22.3M	Buy	+284,083	New	+$23.1M	2.46%	10

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

Stonebridge Financial Group (Pennsylvania)'s XLP Position: Q1 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 284,083 shares — an estimated $22.3M sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XLP in Q4 2024 and held it in 1 quarter. The position peaked at $22.3M in Q4 2024. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 284,083 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $22.3M.
Stonebridge Financial Group (Pennsylvania) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
Stonebridge Financial Group (Pennsylvania)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $22.3M in Q4 2024.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2025, filed 25 Apr 2025.