AWM
XLP icon

Atticus Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-442
Closed -$35.8K – 657
2025
Q2 		$35.8K Sell
442
-588
-57% -$47.7K 0.01% 350
2025
Q1 		$84.1K Buy
1,030
+389
+61% +$31K 0.03% 186
2024
Q4 		$50.4K Sell
641
-180
-22% -$14.6K 0.02% 240
2024
Q3 		$68.2K Buy
821
+187
+29% +$15K 0.02% 214
2024
Q2 		$48.6K Sell
634
-8
-1% -$610 0.02% 238
2024
Q1 		$49K Sell
642
-166
-21% -$12.3K 0.02% 244
2023
Q4 		$58.2K Sell
808
-1,344
-62% -$93.1K 0.02% 231
2023
Q3 		$148K Sell
2,152
-195
-8% -$14.3K 0.06% 143
2023
Q2 		$174K Sell
2,347
-1,424
-38% -$107K 0.06% 142
2023
Q1 		$282K Sell
3,771
-14,209
-79% -$1.04M 0.11% 104
2022
Q4 		$1.34M Buy
+17,980
New +$1.31M 0.55% 32
2022
Q3 		– Sell
-15,835
Closed -$1.14M – 625
2022
Q2 		$1.14M Sell
15,835
-10,199
-39% -$766K 0.47% 45
2022
Q1 		$1.98M Sell
26,034
-4,331
-14% -$326K 0.72% 29
2021
Q4 		$2.34M Buy
30,365
+19,105
+170% +$1.38M 0.91% 26
2021
Q3 		$776K Sell
11,260
-738
-6% -$52.6K 0.34% 44
2021
Q2 		$840K Buy
11,998
+763
+7% +$53.4K 0.37% 47
2021
Q1 		$767K Sell
11,235
-1,368
-11% -$90K 0.37% 47
2020
Q4 		$850K Buy
12,603
+2,783
+28% +$184K 0.43% 45
2020
Q3 		$629K Buy
9,820
+3,004
+44% +$190K 0.38% 50
2020
Q2 		$400K Buy
6,816
+1,153
+20% +$67.3K 0.26% 56
2020
Q1 		$308K Buy
5,663
+2,166
+62% +$131K 0.25% 62
2019
Q4 		$220K Buy
+3,497
New +$215K 0.14% 82

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atticus Wealth Management's XLP Position: Q3 2025 in Review

Atticus Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 442 shares — an estimated $35.8K sold.

Atticus Wealth Management first reported a position in XLP in Q4 2019 and held it in 22 quarters. The position peaked at $2.34M in Q4 2021. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

  • Atticus Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 442 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $35.8K.
  • Atticus Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
  • Atticus Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.34M in Q4 2021.
  • 1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.