XLP — SECTOR CONSUMER

Ownership history in IBEX WEALTH ADVISORS  ·  5 quarters on record

This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in SECTOR CONSUMER (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2025 Q2)
Avg. % of fund
0.06%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,579 -5,846 -69.4% 0.02% $202K $77.75
2025 Q2 ADDED 8,425 +4,487 +113.9% 0.07% $682K $79.78
2022 Q4 ADDED 3,938 +15 +0.4% 0.07% $294K $68.76
2022 Q3 ADDED 3,923 +33 +0.8% 0.07% $262K $61.11
2022 Q2 INITIATED 3,890 — — 0.06% $281K $65.67
% of Fund (quarterly)    XLP price (monthly, adj. close)

Other funds also holding XLP

As of 2025 Q4 — sorted by position size

TLS Advisors LLC 3Y 19.09% Elliott Investment Management L.P. 3Y 6.88% STRATEGIC ADVISORY PARTNERS, LLC 6.52% LifePlan Financial, LLC 6.15% Biltmore Wealth Management, LLC 3Y 7Y 5.6% WestEnd Advisors, LLC 3Y 7Y 4.99% Perbak Capital Partners LLP 4.92% Conservest Capital Advisors, Inc. 3Y 7Y 4.39% FSC Wealth Advisors, LLC 3Y 4.15% Split Rock Private Trading & Wealth Management, LLC 3.77%
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