Wagner Wealth Management (South Carolina)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wagner Wealth Management (South Carolina)’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	-85	Closed	-$6.88K	–	270
2025 Q2	$6.88K	Buy	+85	New	+$6.9K	﹤0.01%	205
2023 Q4	–	Sell	-68	Closed	-$4.68K	–	237
2023 Q3	$4.68K	Hold	68	–	–	﹤0.01%	185
2023 Q2	$5.04K	Buy	+68	New	+$5.1K	﹤0.01%	188
2023 Q1	–	Sell	-67	Closed	-$5K	–	242
2022 Q4	$5K	Hold	67	–	–	﹤0.01%	197
2022 Q3	$4K	Hold	67	–	–	﹤0.01%	565
2022 Q2	$5K	Sell	67 -67	-50%	-$5.03K	﹤0.01%	537
2022 Q1	$10K	Buy	134 +67	+100%	+$5.05K	0.01%	184
2021 Q4	$5K	Hold	67	–	–	﹤0.01%	579
2021 Q3	$5K	Hold	67	–	–	﹤0.01%	552
2021 Q2	$5K	Hold	67	–	–	﹤0.01%	584
2021 Q1	$5K	Hold	67	–	–	﹤0.01%	551
2020 Q4	$5K	Buy	+67	New	+$4.43K	﹤0.01%	195
2018 Q3	$105K	Buy	1,942 +475	+32%	+$25.5K	0.07%	190
2018 Q2	$76K	Buy	1,467 +1,400	+2,090%	+$71.1K	0.05%	200
2018 Q1	$4K	Hold	67	–	–	﹤0.01%	448
2017 Q4	$4K	Buy	+67	New	+$3.68K	﹤0.01%	571

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XLP Position: Q3 2025 in Review

Wagner Wealth Management (South Carolina) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 85 shares — an estimated $6.88K sold.

Wagner Wealth Management (South Carolina) first reported a position in XLP in Q4 2017 and held it in 16 quarters. The position peaked at $105K in Q3 2018. 1,164 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Wagner Wealth Management (South Carolina) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 85 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $6.88K.
Wagner Wealth Management (South Carolina) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and held it in 16 quarters.
Wagner Wealth Management (South Carolina)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $105K in Q3 2018.
1,164 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2025, filed 21 Oct 2025.