Congress 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
Q2
$51.1M Buy
631,465
+10,674
+2% +$866K 0.5% 37
2025
Q1
$50.7M Buy
620,791
+251,621
+68% +$20.1M 0.61% 29
2024
Q4
$29M Buy
369,170
+429
+0.1% +$34.8K 0.4% 61
2024
Q3
$30.6M Sell
368,741
-3,178
-0.9% -$255K 0.41% 60
2024
Q2
$28.5M Buy
371,919
+4,292
+1% +$327K 0.45% 48
2024
Q1
$28.1M Buy
367,627
+47,144
+15% +$3.49M 0.48% 45
2023
Q4
$23.1M Buy
320,483
+313,263
+4,339% +$21.7M 0.42% 48
2023
Q3
$497K Buy
7,220
+218
+3% +$16K 0.01% 460
2023
Q2
$519K Sell
7,002
-2,572
-27% -$193K 0.01% 411
2023
Q1
$715K Sell
9,574
-762,731
-99% -$55.8M 0.02% 381
2022
Q4
$57.6M Sell
772,305
-17,054
-2% -$1.24M 1.48% 12
2022
Q3
$52.7M Sell
789,359
-212,985
-21% -$15.6M 1.42% 11
2022
Q2
$72.3M Sell
1,002,344
-6,231
-0.6% -$468K 1.85% 8
2022
Q1
$76.5M Buy
1,008,575
+978,165
+3,217% +$73.7M 1.67% 7
2021
Q4
$2.35M Buy
+30,410
New +$2.2M 0.05% 293

Other funds holding XLP

Congress Wealth Management's XLP Position: Q2 2025 in Review

Congress Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.7% in Q2 2025, buying an estimated $866K and bringing the position to 631,465 shares worth $51.1M. The position accounts for 0.5% of the portfolio, ranked #37.

Congress Wealth Management first reported a position in XLP in Q4 2021 and has held it in 15 quarters since. The position peaked at $76.5M in Q1 2022. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

  • Congress Wealth Management held 631,465 shares of State Street Consumer Staples Select Sector SPDR ETF worth $51.1M as of Q2 2025.
  • Congress Wealth Management bought 10,674 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $866K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.5% of Congress Wealth Management's portfolio in Q2 2025, its #37 holding.
  • Congress Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $76.5M in Q1 2022.
  • 1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.