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Carolinas Wealth Consulting’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-327
Closed -$26.7K – 981
2025
Q1 		$26.7K Sell
327
-91
-22% -$7.26K 0.01% 422
2024
Q4 		$32.8K Sell
418
-16
-4% -$1.3K 0.01% 416
2024
Q3 		$36K Buy
434
+1
+0.2% +$80 0.01% 407
2024
Q2 		$33.1K Sell
433
-116
-21% -$8.85K 0.01% 417
2024
Q1 		$41.9K Buy
549
+163
+42% +$12.1K 0.01% 401
2023
Q4 		$27.8K Buy
386
+3
+0.8% +$208 0.01% 405
2023
Q3 		$26K Buy
383
+3
+0.8% +$220 0.01% 392
2023
Q2 		$28.2K Buy
380
+138
+57% +$10.4K 0.01% 427
2023
Q1 		$18.1K Buy
242
+1
+0.4% +$73 ﹤0.01% 509
2022
Q4 		$18K Buy
241
+1
+0.4% +$73 ﹤0.01% 518
2022
Q3 		$16K Buy
240
+2
+0.8% +$147 ﹤0.01% 485
2022
Q2 		$17K Buy
238
+2
+0.8% +$150 ﹤0.01% 485
2022
Q1 		$18K Buy
236
+1
+0.4% +$75 ﹤0.01% 508
2021
Q4 		$18K Buy
235
+1
+0.4% +$72 ﹤0.01% 518
2021
Q3 		$16K Sell
234
-5
-2% -$356 ﹤0.01% 515
2021
Q2 		$17K Buy
239
+1
+0.4% +$70 ﹤0.01% 533
2021
Q1 		$16K Sell
238
-677
-74% -$44.5K ﹤0.01% 556
2020
Q4 		$62K Buy
915
+9
+1% +$595 0.02% 307
2020
Q3 		$58K Buy
906
+198
+28% +$12.5K 0.02% 259
2020
Q2 		$41K Buy
708
+47
+7% +$2.74K 0.02% 221
2020
Q1 		$36K Buy
661
+438
+196% +$26.6K 0.02% 133
2019
Q4 		$14K Buy
+223
New +$13.7K 0.01% 75

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carolinas Wealth Consulting's XLP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 327 shares — an estimated $26.7K sold.

Carolinas Wealth Consulting first reported a position in XLP in Q4 2019 and held it in 22 quarters. The position peaked at $62K in Q4 2020. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 327 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $26.7K.
  • Carolinas Wealth Consulting first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's State Street Consumer Staples Select Sector SPDR ETF position peaked at $62K in Q4 2020.
  • 1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.