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

Massachusetts 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	$2.62M	Buy	31,579 +1,025	+3%	+$85.6K	1%	38
2026 Q1	$2.5M	Buy	30,554 +1,822	+6%	+$153K	1.09%	38
2025 Q4	$2.23M	Buy	28,732 +315	+1%	+$24.6K	1.04%	38
2025 Q3	$2.23M	Buy	28,417 +1,220	+4%	+$98.6K	1.11%	36
2025 Q2	$2.2M	Buy	27,197 +680	+3%	+$55.2K	1.24%	35
2025 Q1	$2.17M	Buy	26,517 +1,125	+4%	+$89.8K	1.49%	26
2024 Q4	$2M	Buy	25,392 +1,427	+6%	+$116K	1.23%	35
2024 Q3	$1.99M	Buy	23,965 +1,525	+7%	+$122K	1.25%	37
2024 Q2	$1.72M	Buy	22,440 +1,400	+7%	+$107K	1.15%	38
2024 Q1	$1.61M	Buy	21,040 +1,725	+9%	+$128K	1.13%	37
2023 Q4	$1.39M	Buy	19,315 +1,925	+11%	+$133K	1.12%	39
2023 Q3	$1.2M	Buy	17,390 +1,150	+7%	+$84.2K	1.1%	39
2023 Q2	$1.2M	Buy	16,240 +1,185	+8%	+$88.9K	1.15%	38
2023 Q1	$1.12M	Sell	15,055 -1,300	-8%	-$95.1K	1.16%	37
2022 Q4	$1.21M	Buy	+16,355	New	+$1.19M	1.17%	37

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

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

Massachusetts Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.4% in Q2 2026, buying an estimated $85.6K and bringing the position to 31,579 shares worth $2.62M. The position accounts for 1% of the portfolio, ranked #38.

Massachusetts Wealth Management first reported a position in XLP in Q4 2022 and has held it in 15 quarters since. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Massachusetts Wealth Management held 31,579 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.62M as of Q2 2026.
Massachusetts Wealth Management bought 1,025 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $85.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 1% of Massachusetts Wealth Management's portfolio in Q2 2026, its #38 holding.
Massachusetts Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.