XLP β€” CONSUMER STAPLES SELECT SECTOR SPDR

Ownership history in Pathway Financial Advisers, LLC  Β·  5 quarters on record

AI Ownership Summary

Pathway Financial Advisers, LLC reported CONSUMER STAPLES SELECT SECTOR SPDR (XLP) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows XLP at 0.01% 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 Pathway Financial Advisers, LLC's position in CONSUMER STAPLES SELECT SECTOR 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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 Pathway Financial Advisers, LLC held XLP β€” position size vs. price
% of Fund (quarterly)    XLP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 310 +2 +0.6% 0.01% $24K 2025-11-13 $76.28
2024 Q4 ADDED 308 +1 +0.3% 0.01% $24K 2025-01-30 $77.18
2024 Q3 ADDED 307 +30 +10.8% 0.01% $25K 2024-10-24 $78.53
2024 Q2 ADDED 277 +2 +0.7% 0.01% $21K 2024-08-20 $77.58
2024 Q1 INITIATED 275 β€” β€” 0.01% $21K 2024-05-29 $72.03

FAQ About Pathway Financial Advisers, 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 Pathway Financial Advisers, LLC reported owning XLP?

Pathway Financial Advisers, LLC reported XLP across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported XLP position in Pathway Financial Advisers, LLC's portfolio?

The largest reported portfolio weight for XLP was 0.01% in 2024 Q3.

What is the latest reported XLP position on this page?

The most recent filing on this page is 2025 Q3, when Pathway Financial Advisers, LLC reported 310 shares, equal to 0.01% of portfolio, with an estimated market value of $24K.

What does the chart on this XLP ownership page compare?

The chart compares Pathway Financial Advisers, 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.

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