Sax Wealth Advisors’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
2025
Q4
– Sell
-16,262
Closed -$1.27M – 512
2025
Q3
$1.27M Buy
16,262
+8,670
+114% +$700K 0.07% 154
2025
Q2
$615K Buy
+7,592
New +$616K 0.04% 230

Other funds holding XLP

Sax Wealth Advisors's XLP Position: Q4 2025 in Review

Sax Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 16,262 shares — an estimated $1.27M sold.

Sax Wealth Advisors first reported a position in XLP in Q2 2025 and held it in 2 quarters. The position peaked at $1.27M in Q3 2025. 1,219 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

  • Sax Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 16,262 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $1.27M.
  • Sax Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Sax Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.27M in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.