Dynamic Wealth Strategies’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Dynamic Wealth Strategies’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
2026 Q1	$221K	Buy	2,698 +1,300	+93%	+$109K	0.13%	77
2025 Q4	$109K	Buy	1,398 +1,200	+606%	+$93.7K	0.06%	112
2025 Q3	$15.5K	Sell	198 -24	-11%	-$1.94K	0.01%	184
2025 Q2	$18K	Sell	222 -24	-10%	-$1.95K	0.01%	168
2025 Q1	$20.1K	Buy	+246	New	+$19.6K	0.02%	175
2024 Q4	–	Sell	-246	Closed	-$20K	–	229
2024 Q3	$20K	Sell	246 -26	-10%	-$2.09K	0.02%	172
2024 Q2	$21K	Hold	272	–	–	0.02%	158
2024 Q1	$21K	Hold	272	–	–	0.02%	161
2023 Q4	$19.6K	Buy	+272	New	+$18.8K	0.02%	169

Other funds holding XLP

Bank of America

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return