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TVWM
Tower View Wealth Management’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
Tower View Wealth 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
2026
Q1
$46.5K
Buy
567
+3
+0.5%
+$253
0.02%
96
2025
Q4
$43.8K
Buy
564
+5
+0.9%
+$390
0.02%
91
2025
Q3
$43.8K
Buy
559
+4
+0.7%
+$323
0.02%
87
2025
Q2
$45K
Buy
555
+4
+0.7%
+$325
0.02%
100
2025
Q1
$45K
Sell
551
-14
-2%
-$1.12K
0.03%
82
2024
Q4
$44.4K
Buy
565
+21
+4%
+$1.71K
0.02%
85
2024
Q3
$45.2K
Buy
544
+2
+0.4%
+$161
0.02%
86
2024
Q2
$41.5K
Buy
542
+4
+0.7%
+$305
0.02%
87
2024
Q1
$41.1K
Buy
538
+54
+11%
+$3.99K
0.02%
88
2023
Q4
$35K
Buy
484
+354
+272%
+$24.5K
0.02%
89
2023
Q3
$9K
Buy
130
+1
+0.8%
+$73
0.01%
121
2023
Q2
$10K
Buy
129
+1
+0.8%
+$75
0.01%
121
2023
Q1
$10K
Hold
128
–
–
0.01%
117
2022
Q4
$10K
Buy
128
+1
+0.8%
+$73
0.01%
120
2022
Q3
$8K
Buy
127
+1
+0.8%
+$73
0.01%
126
2022
Q2
$9K
Buy
126
+1
+0.8%
+$75
0.01%
122
2022
Q1
$9K
Hold
125
–
–
﹤0.01%
153
2021
Q4
$10K
Hold
125
–
–
0.01%
156
2021
Q3
$9K
Buy
+125
New
+$8.91K
0.01%
188
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
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B 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
$501B AUM
22.01%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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