Texas Capital Bank Wealth Management Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Texas Capital Bank Wealth Management Services’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
2024 Q4	–	Sell	-2,942	Closed	-$244K	–	208
2024 Q3	$244K	Buy	+2,942	New	+$236K	0.02%	170
2023 Q1	–	Sell	-128,902	Closed	-$9.61M	–	200
2022 Q4	$9.61M	Buy	128,902 +53,752	+72%	+$3.92M	1.17%	22
2022 Q3	$5.01M	Sell	75,150 -108,997	-59%	-$7.99M	0.65%	43
2022 Q2	$13.3M	Sell	184,147 -19,956	-10%	-$1.5M	1.54%	10
2022 Q1	$15.5M	Buy	+204,103	New	+$15.4M	1.41%	13
2020 Q3	–	Sell	-20,497	Closed	-$1.2M	–	165
2020 Q2	$1.2M	Buy	20,497 +208	+1%	+$12.1K	0.27%	56
2020 Q1	$1.1M	Buy	+20,289	New	+$1.23M	0.32%	56

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's XLP Position: Q4 2024 in Review

Texas Capital Bank Wealth Management Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 2,942 shares — an estimated $244K sold.

Texas Capital Bank Wealth Management Services first reported a position in XLP in Q1 2020 and held it in 7 quarters. The position peaked at $15.5M in Q1 2022. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Texas Capital Bank Wealth Management Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 2,942 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $244K.
Texas Capital Bank Wealth Management Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and held it in 7 quarters.
Texas Capital Bank Wealth Management Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $15.5M in Q1 2022.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2024, filed 13 Feb 2025.