TruNorth Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

TruNorth Capital Management’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 Q4	–	Sell	-419	Closed	-$32.8K	–	400
2025 Q3	$32.8K	Hold	419	–	–	0.01%	241
2025 Q2	$33.9K	Hold	419	–	–	0.01%	202
2025 Q1	$34.2K	Hold	419	–	–	0.01%	250
2024 Q4	$32.9K	Hold	419	–	–	0.01%	189
2024 Q3	$34.8K	Hold	419	–	–	0.01%	184
2024 Q2	$32.1K	Hold	419	–	–	0.01%	168
2024 Q1	$32K	Buy	+419	New	+$31K	0.01%	125

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TruNorth Capital Management's XLP Position: Q4 2025 in Review

TruNorth Capital Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 419 shares — an estimated $32.8K sold.

TruNorth Capital Management first reported a position in XLP in Q1 2024 and held it in 7 quarters. The position peaked at $34.8K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

TruNorth Capital Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 419 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $32.8K.
TruNorth Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
TruNorth Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $34.8K in Q3 2024.
1,217 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.