SMART Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

SMART Wealth’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	–	Sell	-6,380	Closed	-$496K	–	233
2025 Q4	$496K	Sell	6,380 -1,013	-14%	-$79.1K	0.15%	112
2025 Q3	$579K	Sell	7,393 -59,054	-89%	-$4.77M	0.22%	83
2025 Q2	$5.38M	Buy	66,447 +9,517	+17%	+$772K	1.69%	15
2025 Q1	$4.65M	Buy	56,930 +33,503	+143%	+$2.67M	1.67%	14
2024 Q4	$1.84M	Sell	23,427 -4,496	-16%	-$365K	0.66%	49
2024 Q3	$2.32M	Buy	27,923 +9,299	+50%	+$747K	0.91%	30
2024 Q2	$1.43M	Buy	18,624 +1,439	+8%	+$110K	0.58%	45
2024 Q1	$1.31M	Buy	17,185 +379	+2%	+$28K	0.59%	40
2023 Q4	$1.21M	Sell	16,806 -8,250	-33%	-$572K	0.66%	32
2023 Q3	$1.72M	Sell	25,056 -6,041	-19%	-$442K	1.3%	22
2023 Q2	$2.31M	Buy	31,097 +12,029	+63%	+$903K	1.74%	11
2023 Q1	$1.42M	Sell	19,068 -13,738	-42%	-$1M	1.26%	24
2022 Q4	$2.45M	Buy	+32,806	New	+$2.39M	1.84%	18

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SMART Wealth's XLP Position: Q1 2026 in Review

SMART Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 6,380 shares — an estimated $496K sold.

SMART Wealth first reported a position in XLP in Q4 2022 and held it in 13 quarters. The position peaked at $5.38M in Q2 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

SMART Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 6,380 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $496K.
SMART Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 13 quarters.
SMART Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.38M in Q2 2025.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.