Measured Wealth Private Client Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.91M Buy
72,097
+3,134
+5% +$264K 1.61% 13
2025
Q4
$5.36M Sell
68,963
-54,508
-44% -$4.25M 1.42% 17
2025
Q3
$9.68M Buy
123,471
+3,162
+3% +$255K 2.61% 9
2025
Q2
$9.74M Buy
120,309
+2,184
+2% +$177K 2.91% 9
2025
Q1
$9.65M Buy
118,125
+28,556
+32% +$2.28M 3.1% 9
2024
Q4
$7.04M Buy
89,569
+8,278
+10% +$672K 2.28% 11
2024
Q3
$6.75M Buy
81,291
+28,443
+54% +$2.28M 2.26% 10
2024
Q2
$4.05M Sell
52,848
-1,816
-3% -$139K 1.42% 13
2024
Q1
$4.17M Sell
54,664
-892
-2% -$66K 1.46% 12
2023
Q4
$4M Buy
55,556
+411
+0.7% +$28.5K 1.47% 14
2023
Q3
$3.79M Sell
55,145
-2,194
-4% -$161K 1.53% 13
2023
Q2
$4.25M Sell
57,339
-8,664
-13% -$650K 1.62% 13
2023
Q1
$4.93M Sell
66,003
-1,647
-2% -$120K 1.9% 10
2022
Q4
$5.04M Buy
67,650
+6,794
+11% +$495K 2.08% 9
2022
Q3
$4.06M Buy
60,856
+40,606
+201% +$2.98M 1.79% 13
2022
Q2
$1.46M Buy
+20,250
New +$1.52M 0.65% 24
2018
Q4
Sell
-190
Closed -$10K 725
2018
Q3
$10K Buy
+190
New +$10.2K 0.01% 627

Other funds holding XLP

Measured Wealth Private Client Group's XLP Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.5% in Q1 2026, buying an estimated $264K and bringing the position to 72,097 shares worth $5.91M. The position accounts for 1.61% of the portfolio, ranked #13.

Measured Wealth Private Client Group first reported a position in XLP in Q3 2018 and has held it in 17 quarters since. The position peaked at $9.74M in Q2 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Measured Wealth Private Client Group held 72,097 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.91M as of Q1 2026.
  • Measured Wealth Private Client Group bought 3,134 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $264K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.61% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #13 holding.
  • Measured Wealth Private Client Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2018 and has held it in 17 quarters since.
  • Measured Wealth Private Client Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $9.74M in Q2 2025.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.