XLP β€” CONSUMER STAPLES SELECT SECTOR SPDR FUND

Ownership history in Global Financial Private Client, LLC  Β·  7 quarters on record

AI Ownership Summary

Global Financial Private Client, LLC reported CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.18% in 2025 Q2. The latest visible filing shows XLP at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Financial Private Client, LLC's position in CONSUMER STAPLES SELECT SECTOR SPDR FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

XLP was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Financial Private Client, LLC held XLP β€” position size vs. price
% of Fund (quarterly)    XLP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,881 -115 -1.9% 0.16% $461K 2025-10-21 $78.22
2025 Q2 ADDED 5,996 +1,905 +46.6% 0.18% $485K 2025-07-10 $79.47
2025 Q1 ADDED 4,091 +3,151 +335.2% 0.13% $334K 2025-04-08 $74.30
2024 Q4 UNCHANGED 940 β€” 0% 0.03% $74K 2025-01-14 $74.04
2024 Q3 UNCHANGED 940 β€” 0% 0.03% $78K 2024-10-07 $77.49
2024 Q2 ADDED 940 +591 +169.3% 0.03% $72K 2024-07-29 $75.03
2024 Q1 INITIATED 349 β€” β€” 0.02% $20K 2024-05-16 $74.36

FAQ About Global Financial Private Client, LLC and XLP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Financial Private Client, LLC reported owning XLP?

Global Financial Private Client, LLC reported XLP across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported XLP position in Global Financial Private Client, LLC's portfolio?

The largest reported portfolio weight for XLP was 0.18% in 2025 Q2.

What is the latest reported XLP position on this page?

The most recent filing on this page is 2025 Q3, when Global Financial Private Client, LLC reported 5,881 shares, equal to 0.16% of portfolio, with an estimated market value of $461K.

What does the chart on this XLP ownership page compare?

The chart compares Global Financial Private Client, LLC's quarterly XLP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Global Financial Private Client, LLC Holdings