Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $220K | Buy |
+2,685
| New | +$226K | 0.02% | 507 |
|
|
2025
Q3 | – | Sell |
-4,060
| Closed | -$329K | – | 607 |
|
|
2025
Q2 | $329K | Buy |
+4,060
| New | +$329K | 0.04% | 409 |
|
|
2025
Q1 | – | Sell |
-3,531
| Closed | -$278K | – | 552 |
|
|
2024
Q4 | $278K | Buy |
3,531
+299
| +9% | +$24.3K | 0.03% | 416 |
|
|
2024
Q3 | $268K | Buy |
3,232
+14
| +0.4% | +$1.12K | 0.03% | 446 |
|
|
2024
Q2 | $246K | Buy |
3,218
+322
| +11% | +$24.6K | 0.03% | 438 |
|
|
2024
Q1 | $221K | Sell |
2,896
-1,250
| -30% | -$92.4K | 0.03% | 460 |
|
|
2023
Q4 | $299K | Sell |
4,146
-88
| -2% | -$6.1K | 0.05% | 372 |
|
|
2023
Q3 | $291K | Sell |
4,234
-388
| -8% | -$28.4K | 0.05% | 356 |
|
|
2023
Q2 | $343K | Buy |
4,622
+156
| +3% | +$11.7K | 0.06% | 334 |
|
|
2023
Q1 | $334K | Buy |
4,466
+149
| +3% | +$10.9K | 0.06% | 325 |
|
|
2022
Q4 | $322K | Sell |
4,317
-150
| -3% | -$10.9K | 0.07% | 339 |
|
|
2022
Q3 | $298K | Buy |
4,467
+32
| +0.7% | +$2.35K | 0.07% | 338 |
|
|
2022
Q2 | $320K | Sell |
4,435
-2,553
| -37% | -$192K | 0.06% | 376 |
|
|
2022
Q1 | $530K | Sell |
6,988
-265
| -4% | -$20K | 0.09% | 285 |
|
|
2021
Q4 | $559K | Buy |
7,253
+770
| +12% | +$55.8K | 0.09% | 267 |
|
|
2021
Q3 | $446K | Sell |
6,483
-305
| -4% | -$21.7K | 0.08% | 295 |
|
|
2021
Q2 | $475K | Buy |
6,788
+50
| +0.7% | +$3.5K | 0.08% | 285 |
|
|
2021
Q1 | $461K | Sell |
6,738
-323
| -5% | -$21.2K | 0.09% | 282 |
|
|
2020
Q4 | $476K | Buy |
7,061
+88
| +1% | +$5.82K | 0.09% | 262 |
|
|
2020
Q3 | $447K | Buy |
6,973
+345
| +5% | +$21.8K | 0.1% | 246 |
|
|
2020
Q2 | $389K | Buy |
6,628
+1,350
| +26% | +$78.8K | 0.1% | 282 |
|
|
2020
Q1 | $287K | Sell |
5,278
-2,035
| -28% | -$124K | 0.09% | 289 |
|
|
2019
Q4 | $461K | Sell |
7,313
-710
| -9% | -$43.7K | 0.1% | 267 |
|
|
2019
Q3 | $493K | Sell |
8,023
-400
| -5% | -$24K | 0.12% | 237 |
|
|
2019
Q2 | $489K | Buy |
+8,423
| New | +$482K | 0.11% | 257 |
|
|
2018
Q2 | – | Sell |
-4,681
| Closed | -$241K | – | 253 |
|
|
2018
Q1 | $241K | Sell |
4,681
-1,524
| -25% | -$84K | 0.07% | 247 |
|
|
2017
Q4 | $353K | Sell |
6,205
-132
| -2% | -$7.25K | 0.08% | 277 |
|
|
2017
Q3 | $342K | Sell |
6,337
-3,558
| -36% | -$196K | 0.11% | 216 |
|
|
2017
Q2 | $545K | Buy |
+9,895
| New | +$550K | 0.15% | 210 |
|
|
2015
Q4 | $1.18M | Buy |
+23,321
| New | +$1.16M | 1.76% | 22 |
|
|
2015
Q3 | – | Sell |
-51,815
| Closed | -$2.47M | – | 33 |
|
|
2015
Q2 | $2.47M | Sell |
51,815
-14,216
| -22% | -$694K | 3.18% | 11 |
|
|
2015
Q1 | $3.22M | Sell |
66,031
-4,157
| -6% | -$204K | 3.54% | 7 |
|
|
2014
Q4 | $3.4M | Sell |
70,188
-1,005
| -1% | -$47.6K | 3.58% | 7 |
|
|
2014
Q3 | $3.21M | Sell |
71,193
-7,126
| -9% | -$320K | 3.06% | 9 |
|
|
2014
Q2 | $3.5M | Buy |
78,319
+5,906
| +8% | +$261K | 3.02% | 11 |
|
|
2014
Q1 | $3.12M | Sell |
72,413
-52,125
| -42% | -$2.19M | 2.67% | 10 |
|
|
2013
Q4 | $5.35M | Buy |
124,538
+67,063
| +117% | +$2.83M | 3.86% | 5 |
|
|
2013
Q3 | $2.29M | Sell |
57,475
-80,077
| -58% | -$3.26M | 1.57% | 24 |
|
|
2013
Q2 | $5.46M | Buy |
+137,552
| New | +$5.6M | 4.38% | 6 |
|
Other funds holding XLP
Institute for Wealth Management's XLP Position: Q1 2026 in Review
Institute for Wealth Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026: 2,685 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #507 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in XLP as recently as Q2 2025.
Institute for Wealth Management first reported a position in XLP in Q2 2013 and has held it in 39 quarters since. The position peaked at $5.46M in Q2 2013. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.
- Institute for Wealth Management held 2,685 shares of State Street Consumer Staples Select Sector SPDR ETF worth $220K as of Q1 2026.
- State Street Consumer Staples Select Sector SPDR ETF was a new Institute for Wealth Management position in Q1 2026.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #507 holding.
- Institute for Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 39 quarters since.
- Institute for Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.46M in Q2 2013.
- 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.