XLP — SELECT SECTOR SPDR TR

Ownership history in Passaic Partners LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Passaic Partners 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.

Peak position
2.42% (2024 Q4)
Avg. % of fund
2.14%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 256,643 +22,159 +9.5% 2.06% $19.9M $77.68
2025 Q3 ADDED 234,484 +67,169 +40.1% 2.21% $18.4M $77.75
2025 Q2 REDUCED 167,315 -13,584 -7.5% 1.64% $13.5M $79.78
2025 Q1 REDUCED 180,899 -30,737 -14.5% 2.24% $14.8M $79.92
4 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%
← Back to Passaic Partners LLC Holdings