Vantage Financial Partners (Wisconsin)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q1	–	Sell	-17,146	Closed	-$1.35M	–	204
2024 Q4	$1.35M	Buy	17,146 +1,924	+13%	+$156K	0.34%	45
2024 Q3	$1.26M	Buy	15,222 +79	+0.5%	+$6.34K	0.31%	46
2024 Q2	$1.16M	Buy	15,143 +97	+0.6%	+$7.4K	0.3%	40
2024 Q1	$1.15M	Buy	+15,046	New	+$1.11M	0.31%	40

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Vantage Financial Partners (Wisconsin)'s XLP Position: Q1 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 17,146 shares — an estimated $1.35M sold.

Vantage Financial Partners (Wisconsin) first reported a position in XLP in Q1 2024 and held it in 4 quarters. The position peaked at $1.35M in Q4 2024. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Vantage Financial Partners (Wisconsin) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 17,146 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $1.35M.
Vantage Financial Partners (Wisconsin) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2024 and held it in 4 quarters.
Vantage Financial Partners (Wisconsin)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.35M in Q4 2024.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2025, filed 7 May 2025.