XLP — SELECT SECTOR SPDR TR

Ownership history in USA FINANCIAL FORMULAS  ·  21 quarters on record

This page tracks every 13F SEC filing in which USA FINANCIAL FORMULAS 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
0.24% (2023 Q3)
Avg. % of fund
0.11%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,551 -1,418 -28.5% 0.05% $278K $77.75
2025 Q2 ADDED 4,969 +380 +8.3% 0.07% $402K $79.78
2025 Q1 REDUCED 4,589 -414 -8.3% 0.06% $375K $79.92
2024 Q4 REDUCED 5,003 -487 -8.9% 0.06% $393K $76.52
17 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%
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