SVB Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

SVB Wealth’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	-687	Closed	-$56.1K	–	1645
2025 Q1	$56.1K	Buy	+687	New	+$54.8K	﹤0.01%	516
2023 Q1	–	Sell	-6,024	Closed	-$449K	–	1086
2022 Q4	$449K	Buy	6,024 +1,197	+25%	+$87.2K	0.01%	590
2022 Q3	$323K	Buy	4,827 +1,587	+49%	+$116K	﹤0.01%	671
2022 Q2	$234K	Hold	3,240	–	–	﹤0.01%	639
2022 Q1	$245K	Sell	3,240 -400	-11%	-$30.1K	﹤0.01%	640
2021 Q4	$280K	Buy	3,640 +3,245	+822%	+$235K	﹤0.01%	606
2021 Q3	$27K	Hold	395	–	–	﹤0.01%	973
2021 Q2	$27K	Buy	+395	New	+$27.7K	﹤0.01%	955
2021 Q1	–	Sell	-4,060	Closed	-$274K	–	969
2020 Q4	$274K	Buy	4,060 +383	+10%	+$25.3K	﹤0.01%	653
2020 Q3	$236K	Buy	+3,677	New	+$232K	﹤0.01%	581
2020 Q2	–	Sell	-17,010	Closed	-$927K	–	686
2020 Q1	$927K	Sell	17,010 -12,957	-43%	-$786K	0.02%	242
2019 Q4	$1.89M	Buy	+29,967	New	+$1.85M	0.03%	225

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SVB Wealth's XLP Position: Q2 2025 in Review

SVB Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 687 shares — an estimated $56.1K sold.

SVB Wealth first reported a position in XLP in Q4 2019 and held it in 12 quarters. The position peaked at $1.89M in Q4 2019. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

SVB Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 687 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $56.1K.
SVB Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
SVB Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.89M in Q4 2019.
1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.