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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-238
Closed -$18.8K – 521
2024
Q4 		$18.8K Buy
+238
New +$19.3K 0.01% 339

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XLP Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 238 shares — an estimated $18.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XLP in Q4 2024 and held it in 1 quarter. The position peaked at $18.8K in Q4 2024. 1,191 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 238 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $18.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $18.8K in Q4 2024.
  • 1,191 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.