Heartwood Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Heartwood Wealth Advisors's XLP Position: Q4 2025 in Review
Heartwood Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 510 shares — an estimated $40K sold.
Heartwood Wealth Advisors first reported a position in XLP in Q4 2019 and held it in 3 quarters. The position peaked at $506K in Q2 2023. 1,219 funds tracked by Wall St. Rank hold XLP as of Q4 2025.
- Heartwood Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
- Heartwood Wealth Advisors sold 510 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $40K.
- Heartwood Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
- Heartwood Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $506K in Q2 2023.
- 1,219 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.
Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.