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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Massachusetts Wealth Management's XLP Position: Q1 2026 in Review

Massachusetts Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 6.3% in Q1 2026, buying an estimated $153K and bringing the position to 30,554 shares worth $2.5M. The position accounts for 1.09% of the portfolio, ranked #38.

Massachusetts Wealth Management first reported a position in XLP in Q4 2022 and has held it in 14 quarters since. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Massachusetts Wealth Management held 30,554 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.5M as of Q1 2026.
Massachusetts Wealth Management bought 1,822 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $153K.
State Street Consumer Staples Select Sector SPDR ETF made up 1.09% of Massachusetts Wealth Management's portfolio in Q1 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 14 quarters since.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.