XLP — SELECT SECTOR SPDR TR

Ownership history in MBE Wealth Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which MBE Wealth Management, LLC reported a position in SELECT SECTOR SPDR TR (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
0.13% (2025 Q2)
Avg. % of fund
0.08%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,749 -1,041 -27.5% 0.09% $215K $77.75
2025 Q2 ADDED 3,790 +3,394 +857.1% 0.13% $307K $79.78
2020 Q1 INITIATED 396 — — 0.02% $21K $46.72
% 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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