WMS Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

WMS Partners’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 Q1	–	Sell	-4,236	Closed	-$333K	–	290
2024 Q4	$333K	Buy	4,236 +2	+0%	+$162	0.02%	229
2024 Q3	$351K	Buy	+4,234	New	+$340K	0.02%	216
2022 Q1	–	Sell	-2,820	Closed	-$217K	–	303
2021 Q4	$217K	Buy	+2,820	New	+$204K	0.05%	196
2020 Q3	–	Sell	-3,804	Closed	-$223K	–	243
2020 Q2	$223K	Hold	3,804	–	–	0.05%	197
2020 Q1	$207K	Hold	3,804	–	–	0.06%	175
2019 Q4	$240K	Sell	3,804 -72	-2%	-$4.43K	0.05%	197
2019 Q3	$238K	Sell	3,876 -250	-6%	-$15K	0.06%	199
2019 Q2	$240K	Buy	+4,126	New	+$236K	0.06%	192

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

WMS Partners's XLP Position: Q1 2025 in Review

WMS Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 4,236 shares — an estimated $333K sold.

WMS Partners first reported a position in XLP in Q2 2019 and held it in 8 quarters. The position peaked at $351K in Q3 2024. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

WMS Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 4,236 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $333K.
WMS Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and held it in 8 quarters.
WMS Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $351K in Q3 2024.
1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.