4Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

4Wealth Advisors’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	$733K	Buy	8,952 +899	+11%	+$75.9K	0.51%	56
2026 Q2	$679K	Buy	8,053 +387	+5%	+$32.3K	0.52%	62
2026 Q1	$628K	Buy	7,666 +406	+6%	+$34.2K	0.54%	62
2025 Q4	$564K	Sell	7,260 -1,579	-18%	-$123K	0.48%	71
2025 Q3	$693K	Sell	8,839 -43	-0.5%	-$3.47K	0.62%	53
2025 Q2	$719K	Buy	8,882 +136	+2%	+$11K	0.73%	40
2025 Q1	$714K	Sell	8,746 -1,884	-18%	-$150K	0.78%	34
2024 Q4	$836K	Buy	+10,630	New	+$863K	0.84%	31

Other funds holding XLP

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

4Wealth Advisors's XLP Position: Q3 2026 in Review

4Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 11% in Q3 2026, buying an estimated $75.9K and bringing the position to 8,952 shares worth $733K. The position accounts for 0.51% of the portfolio, ranked #56.

4Wealth Advisors first reported a position in XLP in Q4 2024 and has held it in 8 quarters since. The position peaked at $836K in Q4 2024. 714 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

4Wealth Advisors held 8,952 shares of State Street Consumer Staples Select Sector SPDR ETF worth $733K as of Q3 2026.
4Wealth Advisors bought 899 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $75.9K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.51% of 4Wealth Advisors's portfolio in Q3 2026, its #56 holding.
4Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $836K in Q4 2024.
714 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.