Wintrust Investments’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wintrust Investments’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	–	Sell	-304	Closed	-$25K	–	515
2024 Q3	$25K	Sell	304 -3,403	-92%	-$273K	0.02%	443
2024 Q2	$284K	Buy	3,707 +742	+25%	+$56.6K	0.02%	391
2024 Q1	$226K	Sell	2,965 -163	-5%	-$12.1K	0.02%	432
2023 Q4	$225K	Buy	3,128 +2	+0.1%	+$139	0.02%	404
2023 Q3	$215K	Sell	3,126 -194	-6%	-$14.2K	0.02%	378
2023 Q2	$246K	Buy	+3,320	New	+$249K	0.02%	370
2020 Q3	–	Sell	-7,974	Closed	-$468K	–	376
2020 Q2	$468K	Buy	7,974 +265	+3%	+$15.5K	0.07%	206
2020 Q1	$420K	Buy	7,709 +200	+3%	+$12.1K	0.07%	191
2019 Q4	$473K	Hold	7,509	–	–	0.07%	212
2019 Q3	$461K	Hold	7,509	–	–	0.07%	217
2019 Q2	$436K	Hold	7,509	–	–	0.07%	217
2019 Q1	$421K	Hold	7,509	–	–	0.07%	223
2018 Q4	$381K	Sell	7,509 -134	-2%	-$7.27K	0.07%	223
2018 Q3	$412K	Hold	7,643	–	–	0.07%	238
2018 Q2	$394K	Buy	+7,643	New	+$388K	0.07%	242

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wintrust Investments's XLP Position: Q4 2024 in Review

Wintrust Investments sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2024, closing a stake of 304 shares — an estimated $25K sold.

Wintrust Investments first reported a position in XLP in Q2 2018 and held it in 15 quarters. The position peaked at $473K in Q4 2019. 1,196 funds tracked by Wall St. Rank hold XLP as of Q4 2024.

Wintrust Investments reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 304 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2024, an estimated $25K.
Wintrust Investments first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and held it in 15 quarters.
Wintrust Investments's State Street Consumer Staples Select Sector SPDR ETF position peaked at $473K in Q4 2019.
1,196 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.