Strategic Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Strategic Advisors’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 Q4	–	Sell	-7,707	Closed	-$604K	–	190
2025 Q3	$604K	Sell	7,707 -137	-2%	-$11.1K	0.1%	128
2025 Q2	$635K	Sell	7,844 -62	-0.8%	-$5.03K	0.12%	103
2025 Q1	$646K	Sell	7,906 -733	-8%	-$58.5K	0.12%	118
2024 Q4	$679K	Sell	8,639 -2,670	-24%	-$217K	0.12%	120
2024 Q3	$939K	Sell	11,309 -6,414	-36%	-$515K	0.18%	109
2024 Q2	$1.36M	Sell	17,723 -6,997	-28%	-$534K	0.26%	80
2024 Q1	$1.89M	Sell	24,720 -559	-2%	-$41.3K	0.37%	62
2023 Q4	$1.82M	Sell	25,279 -3,476	-12%	-$241K	0.34%	60
2023 Q3	$1.98M	Buy	28,755 +940	+3%	+$68.8K	0.39%	56
2023 Q2	$2.06M	Sell	27,815 -1,667	-6%	-$125K	0.39%	54
2023 Q1	$2.2M	Sell	29,482 -6,307	-18%	-$461K	0.45%	52
2022 Q4	$2.67M	Sell	35,789 -194	-0.5%	-$14.1K	0.59%	38
2022 Q3	$2.4M	Buy	35,983 +877	+2%	+$64.3K	0.53%	43
2022 Q2	$2.53M	Buy	35,106 +17,335	+98%	+$1.3M	0.53%	44
2022 Q1	$1.35M	Sell	17,771 -1,616	-8%	-$122K	0.23%	86
2021 Q4	$1.49M	Sell	19,387 -1,174	-6%	-$85.1K	0.21%	90
2021 Q3	$1.42M	Buy	20,561 +6,904	+51%	+$492K	0.3%	87
2021 Q2	$955K	Buy	13,657 +990	+8%	+$69.3K	0.25%	87
2021 Q1	$865K	Buy	12,667 +121	+1%	+$7.96K	0.25%	84
2020 Q4	$835K	Buy	12,546 +729	+6%	+$48.2K	0.24%	83
2020 Q3	$762K	Buy	11,817 +813	+7%	+$51.3K	0.26%	79
2020 Q2	$682K	Buy	11,004 +450	+4%	+$26.3K	0.25%	78
2020 Q1	$608K	Buy	10,554 +3,635	+53%	+$221K	0.26%	76
2019 Q4	$436K	Sell	6,919 -638	-8%	-$39.3K	0.15%	117
2019 Q3	$464K	Buy	7,557 +32	+0.4%	+$1.92K	0.17%	110
2019 Q2	$437K	Buy	7,525 +96	+1%	+$5.5K	0.17%	112
2019 Q1	$417K	Sell	7,429 -500	-6%	-$26.7K	0.16%	111
2018 Q4	$403K	Buy	7,929 +44	+0.6%	+$2.39K	0.18%	97
2018 Q3	$425K	Sell	7,885 -422	-5%	-$22.6K	0.16%	110
2018 Q2	$428K	Sell	8,307 -3,186	-28%	-$162K	0.17%	104
2018 Q1	$605K	Sell	11,493 -1,004	-8%	-$55.3K	0.25%	87
2017 Q4	$711K	Sell	12,497 -1,321	-10%	-$72.6K	0.29%	84
2017 Q3	$746K	Sell	13,818 -7,601	-35%	-$418K	0.32%	77
2017 Q2	$1.18M	Buy	21,419 +5,302	+33%	+$295K	0.54%	58
2017 Q1	$880K	Sell	16,117 -419	-3%	-$22.5K	0.42%	71
2016 Q4	$855K	Sell	16,536 -2,692	-14%	-$139K	0.45%	69
2016 Q3	$1.02M	Buy	19,228 +1,156	+6%	+$63K	0.57%	58
2016 Q2	$997K	Sell	18,072 -198	-1%	-$10.5K	0.58%	60
2016 Q1	$969K	Buy	+18,270	New	+$928K	0.55%	59

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Strategic Advisors's XLP Position: Q4 2025 in Review

Strategic Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 7,707 shares — an estimated $604K sold.

Strategic Advisors first reported a position in XLP in Q1 2016 and held it in 39 quarters. The position peaked at $2.67M in Q4 2022. 1,215 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

Strategic Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Strategic Advisors sold 7,707 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $604K.
Strategic Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and held it in 39 quarters.
Strategic Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.67M in Q4 2022.
1,215 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Strategic Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.