MCM
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MontVue Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

MontVue Capital 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 		$1.37M Sell
16,738
-11
-0.1% -$926 0.94% 21
2025
Q4 		$1.3M Sell
16,749
-186
-1% -$14.5K 0.87% 23
2025
Q3 		$1.33M Sell
16,935
-111
-0.7% -$8.97K 0.89% 22
2025
Q2 		$1.38M Sell
17,046
-586
-3% -$47.5K 0.98% 20
2025
Q1 		$1.44M Sell
17,632
-156
-0.9% -$12.5K 1.15% 19
2024
Q4 		$1.4M Buy
17,788
+10
+0.1% +$812 1.07% 20
2024
Q3 		$1.48M Buy
17,778
+56
+0.3% +$4.5K 1.13% 20
2024
Q2 		$1.36M Buy
17,722
+175
+1% +$13.3K 1.08% 19
2024
Q1 		$1.34M Buy
17,547
+109
+0.6% +$8.06K 1.19% 18
2023
Q4 		$1.26M Buy
+17,438
New +$1.21M 1.21% 16

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return