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 Q3	$2.61M	Buy	32,339 +760	+2%	+$64.2K	1.05%	37
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

Massachusetts Wealth Management's XLP Position: Q3 2026 in Review

Massachusetts Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.4% in Q3 2026, buying an estimated $64.2K and bringing the position to 32,339 shares worth $2.61M. The position accounts for 1.05% of the portfolio, ranked #37.

Massachusetts Wealth Management first reported a position in XLP in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.62M in Q2 2026. 374 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Massachusetts Wealth Management held 32,339 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.61M as of Q3 2026.
Massachusetts Wealth Management bought 760 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $64.2K.
State Street Consumer Staples Select Sector SPDR ETF made up 1.05% of Massachusetts Wealth Management's portfolio in Q3 2026, its #37 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 16 quarters since.
Massachusetts Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.62M in Q2 2026.
374 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.