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NWAM LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

NWAM LLC’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 		$2.3M Buy
28,043
+662
+2% +$55.8K 0.13% 159
2025
Q4 		$2.27M Buy
27,381
+16,034
+141% +$1.25M 0.13% 166
2025
Q3 		$904K Sell
11,347
-11,107
-49% -$897K 0.05% 301
2025
Q2 		$1.79M Buy
22,454
+11,899
+113% +$965K 0.1% 187
2025
Q1 		$862K Buy
10,555
+124
+1% +$9.9K 0.07% 231
2024
Q4 		$820K Buy
10,431
+6,064
+139% +$492K 0.05% 296
2024
Q3 		$362K Buy
+4,367
New +$351K 0.02% 444
2024
Q1 		– Sell
-3,441
Closed -$248K – 611
2023
Q4 		$248K Sell
3,441
-3,160
-48% -$219K 0.02% 481
2023
Q3 		$454K Sell
6,601
-1,236
-16% -$90.5K 0.05% 318
2023
Q2 		$581K Sell
7,837
-14,123
-64% -$1.06M 0.05% 306
2023
Q1 		$1.64M Sell
21,960
-5,497
-20% -$402K 0.17% 128
2022
Q4 		$2.05M Sell
27,457
-6,868
-20% -$500K 0.18% 125
2022
Q3 		$2.29M Buy
34,325
+15,785
+85% +$1.16M 0.22% 106
2022
Q2 		$1.35M Buy
18,540
+11,563
+166% +$868K 0.12% 162
2022
Q1 		$530K Buy
6,977
+1,909
+38% +$144K 0.04% 319
2021
Q4 		$391K Buy
5,068
+1,525
+43% +$111K 0.03% 368
2021
Q3 		$244K Buy
3,543
+412
+13% +$29.4K 0.02% 437
2021
Q2 		$219K Buy
3,131
+86
+3% +$6.02K 0.02% 435
2021
Q1 		$208K Sell
3,045
-315
-9% -$20.7K 0.02% 453
2020
Q4 		$227K Buy
+3,360
New +$222K 0.03% 402
2020
Q3 		– Sell
-3,709
Closed -$218K – 431
2020
Q2 		$218K Sell
3,709
-3,832
-51% -$224K 0.03% 367
2020
Q1 		$411 Buy
+7,541
New +$458K 0.01% 247

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 $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NWAM LLC's XLP Position: Q1 2026 in Review

NWAM LLC increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.4% in Q1 2026, buying an estimated $55.8K and bringing the position to 28,043 shares worth $2.3M. The position accounts for 0.13% of the portfolio, ranked #159.

NWAM LLC first reported a position in XLP in Q1 2020 and has held it in 22 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • NWAM LLC held 28,043 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.3M as of Q1 2026.
  • NWAM LLC bought 662 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $55.8K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.13% of NWAM LLC's portfolio in Q1 2026, its #159 holding.
  • NWAM LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 22 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 NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.