Tortoise Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-259
| Closed | -$20.3K | – | 1489 |
|
|
2025
Q3 | $20.3K | Buy |
259
+21
| +9% | +$1.7K | ﹤0.01% | 515 |
|
|
2025
Q2 | $19.3K | Hold |
238
| – | – | ﹤0.01% | 510 |
|
|
2025
Q1 | $19.4K | Buy |
+238
| New | +$19K | ﹤0.01% | 504 |
|
|
2023
Q3 | – | Sell |
-84
| Closed | -$6.23K | – | 819 |
|
|
2023
Q2 | $6.23K | Hold |
84
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $6.28K | Hold |
84
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $6.26K | Hold |
84
| – | – | ﹤0.01% | 592 |
|
|
2022
Q3 | $6K | Buy |
+84
| New | +$6.16K | ﹤0.01% | 598 |
|
|
2021
Q1 | – | Sell |
-64
| Closed | -$4K | – | 600 |
|
|
2020
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 492 |
|
|
2020
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 459 |
|
|
2020
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 436 |
|
|
2020
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 471 |
|
|
2019
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 504 |
|
|
2019
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 495 |
|
|
2019
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 525 |
|
|
2019
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 514 |
|
|
2018
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 489 |
|
|
2018
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 493 |
|
|
2018
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 508 |
|
|
2018
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 492 |
|
|
2017
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 485 |
|
|
2017
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 442 |
|
|
2017
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 427 |
|
|
2017
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 428 |
|
|
2016
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 439 |
|
|
2016
Q3 | $3K | Hold |
64
| – | – | ﹤0.01% | 395 |
|
|
2016
Q2 | $4K | Sell |
64
-510
| -89% | -$27.1K | ﹤0.01% | 414 |
|
|
2016
Q1 | $30K | Hold |
574
| – | – | 0.01% | 228 |
|
|
2015
Q4 | $29K | Hold |
574
| – | – | 0.01% | 243 |
|
|
2015
Q3 | $27K | Hold |
574
| – | – | 0.01% | 237 |
|
|
2015
Q2 | $27K | Hold |
574
| – | – | 0.01% | 247 |
|
|
2015
Q1 | $28K | Hold |
574
| – | – | 0.01% | 243 |
|
|
2014
Q4 | $28K | Buy |
574
+64
| +13% | +$3.03K | 0.01% | 257 |
|
|
2014
Q3 | $23K | Hold |
510
| – | – | 0.01% | 259 |
|
|
2014
Q2 | $23K | Hold |
510
| – | – | 0.01% | 265 |
|
|
2014
Q1 | $22K | Hold |
510
| – | – | 0.01% | 227 |
|
|
2013
Q4 | $22K | Hold |
510
| – | – | 0.01% | 216 |
|
|
2013
Q3 | $20K | Hold |
510
| – | – | 0.01% | 202 |
|
|
2013
Q2 | $20K | Buy |
+510
| New | +$20.8K | 0.01% | 191 |
|
Other funds holding XLP
Tortoise Investment Management's XLP Position: Q4 2025 in Review
Tortoise Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 259 shares — an estimated $20.3K sold.
Tortoise Investment Management first reported a position in XLP in Q2 2013 and held it in 38 quarters. The position peaked at $30K in Q1 2016. 1,216 funds tracked by Wall St. Rank hold XLP as of Q4 2025.
- Tortoise Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 259 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $20.3K.
- Tortoise Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 38 quarters.
- Tortoise Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $30K in Q1 2016.
- 1,216 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.