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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-229
Closed -$18.5K 1284
2025
Q2
$18.5K Buy
+229
New +$18.6K ﹤0.01% 826
2024
Q1
Sell
-885
Closed -$63.6K 1220
2023
Q4
$63.6K Buy
+885
New +$61.3K ﹤0.01% 655
2018
Q3
Sell
-425
Closed -$21.9K 742
2018
Q2
$21.9K Buy
425
+181
+74% +$9.19K ﹤0.01% 519
2018
Q1
$12.8K Buy
+244
New +$13.4K ﹤0.01% 586

Other funds holding XLP

Bartlett & Co Wealth Management's XLP Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 229 shares — an estimated $18.5K sold.

Bartlett & Co Wealth Management first reported a position in XLP in Q1 2018 and held it in 4 quarters. The position peaked at $63.6K in Q4 2023. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 229 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $18.5K.
  • Bartlett & Co Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $63.6K in Q4 2023.
  • 1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.