PWMG
XLP icon

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

Private Wealth Management Group’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
Q1 		– Sell
-293
Closed -$23K – 1598
2024
Q4 		$23K Buy
+293
New +$23.8K 0.01% 272

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Management Group's XLP Position: Q1 2025 in Review

Private Wealth Management Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 293 shares — an estimated $23K sold.

Private Wealth Management Group first reported a position in XLP in Q4 2024 and held it in 1 quarter. The position peaked at $23K in Q4 2024. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

  • Private Wealth Management Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 293 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $23K.
  • Private Wealth Management Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Private Wealth Management Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $23K in Q4 2024.
  • 1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.