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

Tompkins Financial’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	-1,500	Closed	-$123K	–	582
2025 Q1	$123K	Hold	1,500	–	–	0.01%	233
2024 Q4	$118K	Hold	1,500	–	–	0.01%	235
2024 Q3	$125K	Hold	1,500	–	–	0.01%	244
2024 Q2	$115K	Sell	1,500 -133	-8%	-$10.1K	0.01%	256
2024 Q1	$125K	Buy	1,633 +112	+7%	+$8.28K	0.01%	249
2023 Q4	$110K	Hold	1,521	–	–	0.01%	260
2023 Q3	$105K	Hold	1,521	–	–	0.02%	242
2023 Q2	$113K	Hold	1,521	–	–	0.02%	244
2023 Q1	$114K	Hold	1,521	–	–	0.02%	244
2022 Q4	$114K	Hold	1,521	–	–	0.02%	242
2022 Q3	$101K	Hold	1,521	–	–	0.02%	255
2022 Q2	$110K	Hold	1,521	–	–	0.02%	251
2022 Q1	$116K	Buy	1,521 +21	+1%	+$1.58K	0.02%	273
2021 Q4	$116K	Hold	1,500	–	–	0.02%	178
2021 Q3	$103K	Buy	+1,500	New	+$107K	0.02%	175
2021 Q1	$102K	Hold	1,500	–	–	0.02%	184
2020 Q4	$101K	Hold	1,500	–	–	0.02%	173
2020 Q3	$96K	Hold	1,500	–	–	0.02%	189
2020 Q2	$88K	Hold	1,500	–	–	0.02%	194
2020 Q1	$82K	Hold	1,500	–	–	0.02%	192
2019 Q4	$94K	Buy	+1,500	New	+$92.4K	0.02%	207

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 22.9% 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

Tompkins Financial's XLP Position: Q2 2025 in Review

Tompkins Financial sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 1,500 shares — an estimated $123K sold.

Tompkins Financial first reported a position in XLP in Q4 2019 and held it in 21 quarters. The position peaked at $125K in Q1 2024. 1,199 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Tompkins Financial reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Tompkins Financial sold 1,500 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $123K.
Tompkins Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
Tompkins Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $125K in Q1 2024.
1,199 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Tompkins Financial's 13F filing for Q2 2025, filed 10 Jul 2025.