B.A. Schrock Wealth Management, Inc.’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$202K	Buy	+2,520	New	+$213K	0.07%	131

Other funds holding XLP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s XLP Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2026: 2,520 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #131 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 2,520 shares of State Street Consumer Staples Select Sector SPDR ETF worth $202K as of Q3 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #131 holding.
170 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.