Grove Bank & Trust XLP β€” CONSUMER STAPLES SPDR

Ownership history in Grove Bank & Trust  Β·  11 quarters on record

AI Ownership Summary

Grove Bank & Trust reported CONSUMER STAPLES SPDR (XLP) in 11 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows XLP at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in CONSUMER STAPLES SPDR, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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.

XLP stock page Grove Bank & Trust fund profile Grove Bank & Trust full holdings
How Grove Bank & Trust held XLP β€” position size vs. price
% of Fund (quarterly)    XLP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 145 +16 +12.4% 0.00% $11K 2025-10-06 $76.41
2025 Q2 ADDED β€” β€” β€” 129 +34 +35.8% 0.00% $10K 2025-07-11 $79.17
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XLP

As of 2026 Q1 β€” sorted by position size

STRATEGIC ADVISORY PARTNERS, LLC 7.02% LifePlan Financial, LLC 6.65% Arta Finance Wealth Management LLC 5.79% Biltmore Wealth Management, LLC 3Y 7Y 5.67% WestEnd Advisors, LLC 3Y 7Y 5.6% Madison Park Capital Advisors, LLC 5.12% American National Bank of Texas 4.76% Advocate Investing Services LLC 3.91% IMZ Advisory Inc 3.77% Northstar Advisory Group, LLC 3Y 3.71%

FAQ About Grove Bank & Trust and XLP

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

How long has Grove Bank & Trust reported owning XLP?

Grove Bank & Trust reported XLP across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported XLP position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for XLP was 0.00% in 2025 Q3.

What is the latest reported XLP position on this page?

The most recent filing on this page is 2025 Q3, when Grove Bank & Trust reported 145 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this XLP ownership page compare?

The chart compares Grove Bank & Trust'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.

How well did Grove Bank & Trust time their XLP position?

Based on 13F filing dates vs. subsequent XLP price moves, Grove Bank & Trust correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on XLP relative to SPY over the holding period was -46.7%.

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