IWS
XLP icon

Insight Wealth Strategies’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Insight Wealth Strategies’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
-82,409
Closed -$6.48M – 165
2024
Q4 		$6.48M Buy
82,409
+1,908
+2% +$155K 0.87% 26
2024
Q3 		$6.68M Buy
+80,501
New +$6.46M 0.88% 27

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

Insight Wealth Strategies's XLP Position: Q1 2025 in Review

Insight Wealth Strategies sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 82,409 shares — an estimated $6.48M sold.

Insight Wealth Strategies first reported a position in XLP in Q3 2024 and held it in 2 quarters. The position peaked at $6.68M in Q3 2024. 1,191 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

  • Insight Wealth Strategies reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 82,409 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $6.48M.
  • Insight Wealth Strategies first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • Insight Wealth Strategies's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.68M in Q3 2024.
  • 1,191 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Insight Wealth Strategies's 13F filing for Q1 2025, filed 3 Apr 2025.