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

Wealth Dimensions Group’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	-2,550	Closed	-$206K	–	183
2025 Q2	$206K	Hold	2,550	–	–	0.05%	167
2025 Q1	$208K	Hold	2,550	–	–	0.05%	155
2024 Q4	$200K	Hold	2,550	–	–	0.05%	151
2024 Q3	$212K	Buy	+2,550	New	+$205K	0.05%	144
2022 Q3	–	Sell	-2,803	Closed	-$202K	–	127
2022 Q2	$202K	Buy	2,803 +3	+0.1%	+$225	0.1%	124
2022 Q1	$212K	Hold	2,800	–	–	0.1%	125
2021 Q4	$216K	Buy	+2,800	New	+$203K	0.11%	125

Other funds holding XLP

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

Goldman Sachs New York $871B AUM 31.28% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wealth Dimensions Group's XLP Position: Q3 2025 in Review

Wealth Dimensions Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2025, closing a stake of 2,550 shares — an estimated $206K sold.

Wealth Dimensions Group first reported a position in XLP in Q4 2021 and held it in 7 quarters. The position peaked at $216K in Q4 2021. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

Wealth Dimensions Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Wealth Dimensions Group sold 2,550 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $206K.
Wealth Dimensions Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Wealth Dimensions Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $216K in Q4 2021.
1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

Based on Wealth Dimensions Group's 13F filing for Q3 2025, filed 30 Oct 2025.