XLP — SELECT SECTOR SPDR TR

Ownership history in DecisionPoint Financial, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which DecisionPoint Financial, LLC reported a position in SELECT SECTOR SPDR TR (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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 25 +8 +47.1% 0.00% $2K $77.75
2024 Q4 UNCHANGED 17 — 0% 0.00% $1K $76.52
2024 Q3 UNCHANGED 17 — 0% 0.00% $1K $80.18
2024 Q2 REDUCED 17 -3 -15.0% 0.00% $1K $73.59
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% 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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