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WWMSC
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
–
271
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
–
246
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
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$1.37T AUM
24.88%
1-Year Est. Return
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$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Barclays
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$280B AUM
33.63%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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$60.6B AUM
31.35%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
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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