Mascoma Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Mascoma Wealth Management’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 Q2	$34.5K	Hold	415	–	–	0.01%	213
2026 Q1	$34K	Hold	415	–	–	0.01%	221
2025 Q4	$32.2K	Hold	415	–	–	0.01%	218
2025 Q3	$32.5K	Hold	415	–	–	0.01%	227
2025 Q2	$33.6K	Hold	415	–	–	0.01%	223
2025 Q1	$33.9K	Hold	415	–	–	0.01%	218
2024 Q4	$32.6K	Hold	415	–	–	0.01%	235
2024 Q3	$34.4K	Hold	415	–	–	0.01%	222
2024 Q2	$31.8K	Hold	415	–	–	0.01%	233
2024 Q1	$31.7K	Hold	415	–	–	0.01%	225
2023 Q4	$29.9K	Hold	415	–	–	0.01%	234
2023 Q3	$28.6K	Hold	415	–	–	0.01%	239
2023 Q2	$31K	Hold	415	–	–	0.01%	226
2023 Q1	$32.1K	Sell	415 -185	-31%	-$13.5K	0.01%	280
2022 Q4	$44.7K	Hold	600	–	–	0.01%	246
2022 Q3	$40K	Hold	600	–	–	0.01%	256
2022 Q2	$43K	Hold	600	–	–	0.01%	260
2022 Q1	$46K	Hold	600	–	–	0.01%	271
2021 Q4	$46K	Hold	600	–	–	0.02%	233
2021 Q3	$41K	Buy	+600	New	+$42.8K	0.02%	228
2021 Q2	–	Sell	-415	Closed	-$28K	–	437
2021 Q1	$28K	Buy	+415	New	+$27.3K	0.01%	265

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mascoma Wealth Management's XLP Position: Q2 2026 in Review

Mascoma Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 415 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #213.

Mascoma Wealth Management first reported a position in XLP in Q1 2021 and has held it in 21 quarters since. The position peaked at $46K in Q1 2022. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Mascoma Wealth Management held 415 shares of State Street Consumer Staples Select Sector SPDR ETF worth $34.5K as of Q2 2026.
Mascoma Wealth Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #213 holding.
Mascoma Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $46K in Q1 2022.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.