Transform Wealth’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
Q1 | – | Sell |
-94,109
| Closed | -$7.4M | – | 272 |
|
|
2024
Q4 | $7.4M | Buy |
94,109
+3,727
| +4% | +$303K | 0.41% | 63 |
|
|
2024
Q3 | $7.5M | Buy |
90,382
+7,859
| +10% | +$631K | 0.5% | 57 |
|
|
2024
Q2 | $6.32M | Buy |
+82,523
| New | +$6.29M | 0.47% | 56 |
|
|
2024
Q1 | – | Sell |
-58,818
| Closed | -$4.24M | – | 255 |
|
|
2023
Q4 | $4.24M | Buy |
58,818
+16,178
| +38% | +$1.12M | 0.41% | 78 |
|
|
2023
Q3 | $2.93M | Sell |
42,640
-56,626
| -57% | -$4.14M | 0.31% | 89 |
|
|
2023
Q2 | $7.36M | Buy |
99,266
+26,885
| +37% | +$2.02M | 0.66% | 50 |
|
|
2023
Q1 | $5.41M | Buy |
72,381
+46,980
| +185% | +$3.44M | 0.51% | 68 |
|
|
2022
Q4 | $1.89M | Sell |
25,401
-97,323
| -79% | -$7.09M | 0.21% | 102 |
|
|
2022
Q3 | $8.19M | Buy |
122,724
+28,349
| +30% | +$2.08M | 1.06% | 29 |
|
|
2022
Q2 | $6.81M | Buy |
94,375
+29,839
| +46% | +$2.24M | 1.01% | 35 |
|
|
2022
Q1 | $4.9M | Buy |
64,536
+60,989
| +1,719% | +$4.59M | 0.55% | 62 |
|
|
2021
Q4 | $274K | Buy |
+3,547
| New | +$257K | 0.03% | 193 |
|
|
2021
Q2 | – | Sell |
-80,489
| Closed | -$5.5M | – | 234 |
|
|
2021
Q1 | $5.5M | Sell |
80,489
-12,121
| -13% | -$797K | 1.1% | 26 |
|
|
2020
Q4 | $6.25M | Sell |
92,610
-65,266
| -41% | -$4.31M | 1.31% | 20 |
|
|
2020
Q3 | $10.1M | Buy |
157,876
+27,400
| +21% | +$1.73M | 1.63% | 13 |
|
|
2020
Q2 | $7.65M | Sell |
130,476
-83,515
| -39% | -$4.87M | 1.31% | 19 |
|
|
2020
Q1 | $11.7M | Buy |
213,991
+3,597
| +2% | +$218K | 2.49% | 4 |
|
|
2019
Q4 | $13.3M | Sell |
210,394
-516
| -0.2% | -$31.8K | 2.1% | 7 |
|
|
2019
Q3 | $13M | Buy |
210,910
+6,823
| +3% | +$410K | 2.3% | 4 |
|
|
2019
Q2 | $11.9M | Buy |
204,087
+140,708
| +222% | +$8.06M | 1.74% | 12 |
|
|
2019
Q1 | $3.56M | Buy |
63,379
+43,540
| +219% | +$2.33M | 0.66% | 65 |
|
|
2018
Q4 | $1.01M | Buy |
19,839
+505
| +3% | +$27.4K | 0.21% | 112 |
|
|
2018
Q3 | $1.04M | Buy |
19,334
+1,063
| +6% | +$57K | 0.18% | 124 |
|
|
2018
Q2 | $942K | Buy |
18,271
+1,099
| +6% | +$55.8K | 0.17% | 136 |
|
|
2018
Q1 | $904K | Sell |
17,172
-318
| -2% | -$17.5K | 0.17% | 145 |
|
|
2017
Q4 | $995K | Buy |
17,490
+514
| +3% | +$28.2K | 0.18% | 148 |
|
|
2017
Q3 | $916K | Buy |
+16,976
| New | +$933K | 0.32% | 107 |
|
|
2017
Q2 | – | Sell |
-93,095
| Closed | -$5.08M | – | 197 |
|
|
2017
Q1 | $5.08M | Buy |
93,095
+7,697
| +9% | +$414K | 1.9% | 6 |
|
|
2016
Q4 | $4.42M | Buy |
85,398
+4,444
| +5% | +$230K | 1.75% | 6 |
|
|
2016
Q3 | $4.31M | Buy |
80,954
+4,155
| +5% | +$226K | 1.85% | 6 |
|
|
2016
Q2 | $4.24M | Buy |
+76,799
| New | +$4.09M | 1.78% | 6 |
|
Other funds holding XLP
HIIFS
Transform Wealth's XLP Position: Q1 2025 in Review
Transform Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 94,109 shares — an estimated $7.4M sold.
Transform Wealth first reported a position in XLP in Q2 2016 and held it in 31 quarters. The position peaked at $13.3M in Q4 2019. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.
- Transform Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
- Transform Wealth sold 94,109 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $7.4M.
- Transform Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2016 and held it in 31 quarters.
- Transform Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $13.3M in Q4 2019.
- 1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.