Modern Wealth Management’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
$274K Sell
3,364
-2
-0.1% -$168 ﹤0.01% 745
2025
Q4
$261K Buy
3,366
+239
+8% +$18.7K ﹤0.01% 726
2025
Q3
$245K Buy
3,127
+257
+9% +$20.8K ﹤0.01% 709
2025
Q2
$232K Buy
2,870
+67
+2% +$5.44K 0.01% 691
2025
Q1
$229K Buy
2,803
+2
+0.1% +$160 0.01% 607
2024
Q4
$220K Buy
2,801
+2
+0.1% +$162 0.01% 537
2024
Q3
$232K Buy
2,799
+2
+0.1% +$161 0.01% 388
2024
Q2
$214K Buy
+2,797
New +$213K 0.02% 373

Other funds holding XLP

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

Modern Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.06% in Q1 2026, selling an estimated $168 and leaving 3,364 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Modern Wealth Management first reported a position in XLP in Q2 2024 and has held it in 8 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Modern Wealth Management held 3,364 shares of State Street Consumer Staples Select Sector SPDR ETF worth $274K as of Q1 2026.
  • Modern Wealth Management sold 2 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $168.
  • State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #745 holding.
  • Modern Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.