Forvis Mazars Wealth Advisors’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
Q4
Sell
-3,932
Closed -$308K 418
2025
Q3
$308K Buy
+3,932
New +$318K 0.01% 348
2023
Q3
Sell
-3,184
Closed -$236K 411
2023
Q2
$236K Buy
+3,184
New +$239K 0.01% 382

Other funds holding XLP

Forvis Mazars Wealth Advisors's XLP Position: Q4 2025 in Review

Forvis Mazars Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 3,932 shares — an estimated $308K sold.

Forvis Mazars Wealth Advisors first reported a position in XLP in Q2 2023 and held it in 2 quarters. The position peaked at $308K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

  • Forvis Mazars Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 3,932 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $308K.
  • Forvis Mazars Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $308K in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.