TrinityPoint Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

TrinityPoint Wealth’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	$3.93M	Buy	49,958 +7,574	+18%	+$615K	0.55%	45
2024 Q3	$3.52M	Buy	42,384 +10,009	+31%	+$804K	0.51%	50
2024 Q2	$2.48M	Sell	32,375 -924	-3%	-$70.5K	0.39%	65
2024 Q1	$2.54M	Sell	33,299 -28,613	-46%	-$2.12M	0.42%	60
2023 Q4	$4.46M	Buy	61,912 +4,421	+8%	+$306K	0.81%	21
2023 Q3	$3.96M	Buy	57,491 +759	+1%	+$55.5K	0.79%	26
2023 Q2	$4.21M	Buy	56,732 +4,583	+9%	+$344K	0.82%	26
2023 Q1	$3.9M	Buy	52,149 +8,661	+20%	+$634K	0.83%	27
2022 Q4	$3.24M	Buy	43,488 +7,320	+20%	+$533K	0.74%	32
2022 Q3	$2.41M	Buy	+36,168	New	+$2.65M	0.55%	44
2020 Q4	–	Sell	-15,478	Closed	-$992K	–	239
2020 Q3	$992K	Sell	15,478 -14,299	-48%	-$903K	0.28%	89
2020 Q2	$1.75M	Buy	29,777 +2,309	+8%	+$135K	0.55%	48
2020 Q1	$1.5M	Sell	27,468 -17,378	-39%	-$1.05M	0.59%	43
2019 Q4	$2.82M	Buy	44,846 +2,496	+6%	+$154K	0.95%	25
2019 Q3	$2.56M	Buy	42,350 +2,116	+5%	+$127K	0.89%	27
2019 Q2	$2.4M	Buy	40,234 +1,196	+3%	+$68.5K	1.15%	19
2019 Q1	$2.19M	Buy	39,038 +11,309	+41%	+$605K	1.08%	22
2018 Q4	$1.41M	Buy	+27,729	New	+$1.5M	0.86%	27

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

TrinityPoint Wealth's XLP Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 18% in Q4 2024, buying an estimated $615K and bringing the position to 49,958 shares worth $3.93M. The position accounts for 0.55% of the portfolio, ranked #45.

TrinityPoint Wealth first reported a position in XLP in Q4 2018 and has held it in 18 quarters since. The position peaked at $4.46M in Q4 2023. 1,195 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

TrinityPoint Wealth held 49,958 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.93M as of Q4 2024.
TrinityPoint Wealth bought 7,574 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $615K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.55% of TrinityPoint Wealth's portfolio in Q4 2024, its #45 holding.
TrinityPoint Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 18 quarters since.
TrinityPoint Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.46M in Q4 2023.
1,195 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.