Kathleen S. Wright Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Kathleen S. Wright Associates’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 Q3	$7.99K	Hold	102	–	–	﹤0.01%	216
2025 Q2	$8.26K	Hold	102	–	–	﹤0.01%	223
2025 Q1	$8.33K	Hold	102	–	–	﹤0.01%	227
2024 Q4	$8.02K	Hold	102	–	–	﹤0.01%	226
2024 Q3	$8.47K	Hold	102	–	–	﹤0.01%	257
2024 Q2	$7.81K	Buy	+102	New	+$7.78K	﹤0.01%	202

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kathleen S. Wright Associates's XLP Position: Q3 2025 in Review

Kathleen S. Wright Associates held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2025 at 102 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Kathleen S. Wright Associates first reported a position in XLP in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.47K in Q3 2024. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Kathleen S. Wright Associates held 102 shares of State Street Consumer Staples Select Sector SPDR ETF worth $7.99K as of Q3 2025.
Kathleen S. Wright Associates left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #216 holding.
Kathleen S. Wright Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2024 and has held it in 6 quarters since.
Kathleen S. Wright Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.47K in Q3 2024.
1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.