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TF
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
Shares
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
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$62.2B AUM
31.35%
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
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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