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Marshall & Sterling Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-183
Closed -$14.3K – 639
2025
Q3 		$14.3K Buy
+183
New +$14.8K 0.01% 304

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's XLP Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 183 shares — an estimated $14.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in XLP in Q3 2025 and held it in 1 quarter. The position peaked at $14.3K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 183 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $14.3K.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $14.3K in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.