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

Northwest 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
2025
Q4 		– Sell
-274
Closed -$21.5K – 248
2025
Q3 		$21.5K Hold
274
– – 0.02% 161
2025
Q2 		$22.2K Hold
274
– – 0.01% 221
2025
Q1 		$22.4K Hold
274
– – 0.01% 246
2024
Q4 		$21.5K Hold
274
– – 0.01% 242
2024
Q3 		$22.7K Hold
274
– – 0.01% 247
2024
Q2 		$21K Hold
274
– – 0.01% 246
2024
Q1 		$20.9K Hold
274
– – 0.01% 304
2023
Q4 		$19.7K Hold
274
– – 0.01% 304
2023
Q3 		$18.9K Hold
274
– – 0.01% 292
2023
Q2 		$20.3K Buy
+274
New +$20.6K 0.01% 295

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return