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

Strategic Financial Partners’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	-44,613	Closed	-$3.51M	–	74
2024 Q4	$3.51M	Buy	44,613 +41,551	+1,357%	+$3.37M	1.79%	12
2024 Q3	$254K	Buy	3,062 +114	+4%	+$9.15K	0.13%	62
2024 Q2	$226K	Sell	2,948 -580	-16%	-$44.2K	0.12%	64
2024 Q1	$269K	Buy	3,528 +50	+1%	+$3.7K	0.15%	61
2023 Q4	$251K	Sell	3,478 -116	-3%	-$8.04K	0.15%	61
2023 Q3	$247K	Sell	3,594 -198	-5%	-$14.5K	0.15%	62
2023 Q2	$281K	Sell	3,792 -47	-1%	-$3.53K	0.16%	61
2023 Q1	$287K	Buy	+3,839	New	+$281K	0.18%	59

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

Strategic Financial Partners's XLP Position: Q1 2025 in Review

Strategic Financial Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 44,613 shares — an estimated $3.51M sold.

Strategic Financial Partners first reported a position in XLP in Q1 2023 and held it in 8 quarters. The position peaked at $3.51M in Q4 2024. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Strategic Financial Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Strategic Financial Partners sold 44,613 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $3.51M.
Strategic Financial Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and held it in 8 quarters.
Strategic Financial Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.51M 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 Strategic Financial Partners's 13F filing for Q1 2025, filed 6 May 2025.