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Integrated Wealth Concepts’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Integrated Wealth Concepts’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
2026
Q1 		$15M Buy
182,365
+135,095
+286% +$11.4M 0.12% 173
2025
Q4 		$3.67M Sell
47,270
-109,834
-70% -$8.57M 0.04% 371
2025
Q3 		$12.3M Buy
157,104
+15,662
+11% +$1.27M 0.11% 171
2025
Q2 		$11.5M Buy
141,442
+14,935
+12% +$1.21M 0.11% 164
2025
Q1 		$10.3M Sell
126,507
-11,408
-8% -$911K 0.12% 167
2024
Q4 		$10.8M Buy
137,915
+8,559
+7% +$695K 0.13% 156
2024
Q3 		$10.7M Buy
129,356
+12,744
+11% +$1.02M 0.13% 158
2024
Q2 		$8.93M Buy
116,612
+496
+0.4% +$37.8K 0.12% 171
2024
Q1 		$8.87M Sell
116,116
-114
-0.1% -$8.43K 0.13% 172
2023
Q4 		$8.37M Sell
116,230
-6,606
-5% -$458K 0.14% 167
2023
Q3 		$8.45M Buy
122,836
+9,856
+9% +$721K 0.15% 159
2023
Q2 		$8.38M Buy
112,980
+8,010
+8% +$601K 0.14% 157
2023
Q1 		$7.84M Buy
104,970
+64,874
+162% +$4.75M 0.16% 135
2022
Q4 		$2.99M Buy
40,096
+4,518
+13% +$329K 0.08% 230
2022
Q3 		$2.37M Sell
35,578
-33,432
-48% -$2.45M 0.08% 244
2022
Q2 		$4.98M Buy
69,010
+14,415
+26% +$1.08M 0.16% 138
2022
Q1 		$4.14M Buy
54,595
+39,464
+261% +$2.97M 0.13% 154
2021
Q4 		$1.17M Buy
15,131
+1,480
+11% +$107K 0.03% 370
2021
Q3 		$940K Buy
13,651
+3,081
+29% +$220K 0.03% 400
2021
Q2 		$740K Buy
10,570
+2,289
+28% +$160K 0.03% 438
2021
Q1 		$566K Buy
8,281
+2,593
+46% +$171K 0.02% 450
2020
Q4 		$384K Sell
5,688
-13,768
-71% -$910K 0.02% 463
2020
Q3 		$1.25M Sell
19,456
-623
-3% -$39.3K 0.08% 180
2020
Q2 		$1.18M Buy
20,079
+15,766
+366% +$920K 0.08% 151
2020
Q1 		$235K Buy
4,313
+35
+0.8% +$2.12K 0.02% 361
2019
Q4 		$269K Sell
4,278
-388
-8% -$23.9K 0.02% 385
2019
Q3 		$287K Buy
+4,666
New +$281K 0.03% 321

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's XLP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 286% in Q1 2026, buying an estimated $11.4M and bringing the position to 182,365 shares worth $15M. The position accounts for 0.12% of the portfolio, ranked #173.

Integrated Wealth Concepts first reported a position in XLP in Q3 2019 and has held it in 27 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Integrated Wealth Concepts held 182,365 shares of State Street Consumer Staples Select Sector SPDR ETF worth $15M as of Q1 2026.
  • Integrated Wealth Concepts bought 135,095 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $11.4M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.12% of Integrated Wealth Concepts's portfolio in Q1 2026, its #173 holding.
  • Integrated Wealth Concepts first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.