SWIM
XLP icon

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

Smallwood Wealth Investment 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
Q3 		– Sell
-166
Closed -$13.4K – 595
2025
Q2 		$13.4K Buy
+166
New +$13.5K 0.01% 289

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Smallwood Wealth Investment Management's XLP Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 166 shares — an estimated $13.4K sold.

Smallwood Wealth Investment Management first reported a position in XLP in Q2 2025 and held it in 1 quarter. The position peaked at $13.4K in Q2 2025. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 166 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $13.4K.
  • Smallwood Wealth Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $13.4K in Q2 2025.
  • 1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.