ARS Wealth Advisors Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

ARS Wealth Advisors Group’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,707	Closed	-$212K	–	202
2025 Q3	$212K	Buy	2,707 +161	+6%	+$13K	0.02%	184
2025 Q2	$206K	Sell	2,546 -299	-11%	-$24.3K	0.02%	180
2025 Q1	$232K	Buy	2,845 +1	+0%	+$80	0.03%	143
2024 Q4	$224K	Sell	2,844 -20	-0.7%	-$1.62K	0.03%	148
2024 Q3	$238K	Buy	2,864 +101	+4%	+$8.11K	0.03%	152
2024 Q2	$212K	Buy	+2,763	New	+$211K	0.03%	157
2022 Q4	–	Sell	-3,979	Closed	-$266K	–	158
2022 Q3	$266K	Buy	3,979 +3	+0.1%	+$220	0.04%	125
2022 Q2	$287K	Buy	3,976 +4	+0.1%	+$300	0.04%	130
2022 Q1	$301K	Sell	3,972 -198	-5%	-$14.9K	0.05%	104
2021 Q4	$322K	Sell	4,170 -1,766	-30%	-$128K	0.05%	103
2021 Q3	$409K	Buy	+5,936	New	+$423K	0.07%	90

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ARS Wealth Advisors Group's XLP Position: Q4 2025 in Review

ARS Wealth Advisors Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 2,707 shares — an estimated $212K sold.

ARS Wealth Advisors Group first reported a position in XLP in Q3 2021 and held it in 11 quarters. The position peaked at $409K in Q3 2021. 1,215 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

ARS Wealth Advisors Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
ARS Wealth Advisors Group sold 2,707 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $212K.
ARS Wealth Advisors Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and held it in 11 quarters.
ARS Wealth Advisors Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $409K in Q3 2021.
1,215 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2025, filed 12 Jan 2026.