IWA
XLP icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return