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

MGB 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
2025 Q4	$3.11K	Hold	40	–	–	﹤0.01%	305
2025 Q3	$3.13K	Hold	40	–	–	﹤0.01%	306
2025 Q2	$3.24K	Hold	40	–	–	﹤0.01%	303
2025 Q1	$3.27K	Hold	40	–	–	﹤0.01%	290
2024 Q4	$3.14K	Hold	40	–	–	﹤0.01%	285
2024 Q3	$3.32K	Hold	40	–	–	﹤0.01%	275
2024 Q2	$3.1K	Hold	40	–	–	﹤0.01%	274
2024 Q1	$3.05K	Hold	40	–	–	﹤0.01%	261
2023 Q4	$2.88K	Buy	+40	New	+$2.77K	﹤0.01%	255

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

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

MGB Wealth Management's XLP Position: Q4 2025 in Review

MGB Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q4 2025 at 40 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

MGB Wealth Management first reported a position in XLP in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.32K in Q3 2024. 1,215 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

MGB Wealth Management held 40 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.11K as of Q4 2025.
MGB Wealth Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #305 holding.
MGB Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.32K in Q3 2024.
1,215 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.