XLP — CONSUMER STAPLES SELECT SECTOR SPDR FUND

Ownership history in Cooksen Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Cooksen Wealth, LLC reported a position in CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.78% (2025 Q4)
Avg. % of fund
1.69%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 31,401 +1,782 +6.0% 1.78% $2.4M $77.68
2025 Q3 ADDED 29,619 +2,270 +8.3% 1.73% $2.3M $77.75
2025 Q2 ADDED 27,349 +6,826 +33.3% 1.78% $2.2M $79.78
2025 Q1 REDUCED 20,523 -3,776 -15.5% 1.59% $1.6M $79.92
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLP price (monthly, adj. close)

Other funds also holding XLP

As of 2025 Q4 — sorted by position size

TLS Advisors LLC 3Y 19.09% Elliott Investment Management L.P. 3Y 6.88% STRATEGIC ADVISORY PARTNERS, LLC 6.52% LifePlan Financial, LLC 6.15% Biltmore Wealth Management, LLC 3Y 7Y 5.6% WestEnd Advisors, LLC 3Y 7Y 4.99% Perbak Capital Partners LLP 4.92% Conservest Capital Advisors, Inc. 3Y 7Y 4.39% FSC Wealth Advisors, LLC 3Y 4.15% Split Rock Private Trading & Wealth Management, LLC 3.77%
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