IBEX Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

IBEX Wealth Advisors’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 Q4	–	Sell	-2,579	Closed	-$202K	–	209
2025 Q3	$202K	Sell	2,579 -5,846	-69%	-$472K	0.02%	196
2025 Q2	$682K	Buy	+8,425	New	+$684K	0.07%	135
2023 Q1	–	Sell	-3,938	Closed	-$294K	–	186
2022 Q4	$294K	Buy	3,938 +15	+0.4%	+$1.09K	0.07%	151
2022 Q3	$262K	Buy	3,923 +33	+0.8%	+$2.42K	0.07%	128
2022 Q2	$281K	Buy	+3,890	New	+$292K	0.06%	130

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IBEX Wealth Advisors's XLP Position: Q4 2025 in Review

IBEX Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 2,579 shares — an estimated $202K sold.

IBEX Wealth Advisors first reported a position in XLP in Q2 2022 and held it in 5 quarters. The position peaked at $682K in Q2 2025. 1,219 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

IBEX Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 2,579 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $202K.
IBEX Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 5 quarters.
IBEX Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $682K in Q2 2025.
1,219 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.