RAFFA WEALTH MANAGEMENT, LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	–	Sell	-157	Closed	-$12.8K	–	1142
2025 Q1	$12.8K	Sell	157 -113	-42%	-$9.02K	﹤0.01%	280
2024 Q4	$21.2K	Buy	+270	New	+$21.9K	﹤0.01%	228
2022 Q4	–	Sell	-1,470	Closed	-$98.1K	–	1164
2022 Q3	$98.1K	Hold	1,470	–	–	0.04%	85
2022 Q2	$106K	Hold	1,470	–	–	0.05%	86
2022 Q1	$112K	Sell	1,470 -55	-4%	-$4.14K	0.04%	82
2021 Q4	$118K	Buy	+1,525	New	+$111K	0.04%	79
2018 Q4	–	Sell	-11	Closed	-$593	–	765
2018 Q3	$593	Buy	+11	New	+$590	﹤0.01%	738
2016 Q4	–	Sell	-2,910	Closed	-$155K	–	902
2016 Q3	$155K	Buy	+2,910	New	+$158K	0.08%	62

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XLP Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 157 shares — an estimated $12.8K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLP in Q3 2016 and held it in 8 quarters. The position peaked at $155K in Q3 2016. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 157 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $12.8K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2016 and held it in 8 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $155K in Q3 2016.
1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.