SWL
XLP icon

STACKSTONE WEALTH, LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

STACKSTONE WEALTH, LLC’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
2026
Q3 		$1.03M Buy
+12,735
New +$1.08M 0.1% 178

Other funds holding XLP

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PCM
Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
LF
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

STACKSTONE WEALTH, LLC's XLP Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2026: 12,735 shares worth $1.03M. The stake represents 0.1% of the portfolio and ranks #178 among its holdings.

275 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 12,735 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.03M as of Q3 2026.
  • State Street Consumer Staples Select Sector SPDR ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.1% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #178 holding.
  • 275 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.