Marcum Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
HIIFS
Marcum Wealth's XLP Position: Q1 2025 in Review
Marcum Wealth reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.4% in Q1 2025, selling an estimated $10.5K and leaving 9,503 shares worth $776K. The position accounts for 0.07% of the portfolio, ranked #139.
Marcum Wealth first reported a position in XLP in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2023. 1,191 funds tracked by Wall St. Rank hold XLP as of Q1 2025.
- Marcum Wealth held 9,503 shares of State Street Consumer Staples Select Sector SPDR ETF worth $776K as of Q1 2025.
- Marcum Wealth sold 132 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $10.5K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #139 holding.
- Marcum Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and has held it in 11 quarters since.
- Marcum Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.09M in Q1 2023.
- 1,191 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.
Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.