Zacks Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Zacks Investment 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 Q1	–	Sell	-3,045	Closed	-$239K	–	773
2024 Q4	$239K	Buy	+3,045	New	+$247K	﹤0.01%	597
2024 Q3	–	Sell	-4,325	Closed	-$331K	–	780
2024 Q2	$331K	Buy	4,325 +762	+21%	+$58.1K	﹤0.01%	498
2024 Q1	$272K	Buy	+3,563	New	+$263K	﹤0.01%	559
2023 Q2	–	Sell	-3,652	Closed	-$273K	–	732
2023 Q1	$273K	Sell	3,652 -1,596	-30%	-$117K	﹤0.01%	538
2022 Q4	$391K	Buy	5,248 +1,380	+36%	+$101K	0.01%	470
2022 Q3	$258K	Buy	+3,868	New	+$283K	﹤0.01%	509
2022 Q2	–	Sell	-8,161	Closed	-$619K	–	665
2022 Q1	$619K	Sell	8,161 -2,837	-26%	-$214K	0.01%	420
2021 Q4	$848K	Sell	10,998 -92	-0.8%	-$6.67K	0.01%	397
2021 Q3	$763K	Buy	11,090 +2,937	+36%	+$209K	0.01%	407
2021 Q2	$570K	Buy	+8,153	New	+$571K	0.01%	434

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

Zacks Investment Management's XLP Position: Q1 2025 in Review

Zacks Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 3,045 shares — an estimated $239K sold.

Zacks Investment Management first reported a position in XLP in Q2 2021 and held it in 10 quarters. The position peaked at $848K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

Zacks Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Zacks Investment Management sold 3,045 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $239K.
Zacks Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2021 and held it in 10 quarters.
Zacks Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $848K in Q4 2021.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.