AAFMAA Wealth Management & Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

AAFMAA Wealth Management & Trust’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	$3.07M	Buy	37,559 +1,503	+4%	+$127K	1.05%	19
2026 Q2	$3M	Buy	36,056 +1,959	+6%	+$164K	1.05%	22
2026 Q1	$2.8M	Buy	34,097 +3,481	+11%	+$293K	1.08%	19
2025 Q4	$2.38M	Buy	30,616 +373	+1%	+$29.1K	0.93%	24
2025 Q3	$2.37M	Buy	30,243 +1,032	+4%	+$83.4K	0.94%	27
2025 Q2	$2.37M	Buy	29,211 +18,059	+162%	+$1.47M	0.98%	22
2025 Q1	$911K	Sell	11,152 -3,189	-22%	-$255K	0.41%	70
2024 Q4	$1.13M	Buy	14,341 +369	+3%	+$30K	0.49%	53
2024 Q3	$1.16M	Buy	13,972 +8,440	+153%	+$678K	0.51%	53
2024 Q2	$424K	Buy	+5,532	New	+$422K	0.21%	69

Other funds holding XLP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 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

AAFMAA Wealth Management & Trust's XLP Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.2% in Q3 2026, buying an estimated $127K and bringing the position to 37,559 shares worth $3.07M. The position accounts for 1.05% of the portfolio, ranked #19.

AAFMAA Wealth Management & Trust first reported a position in XLP in Q2 2024 and has held it in 10 quarters since. 374 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

AAFMAA Wealth Management & Trust held 37,559 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.07M as of Q3 2026.
AAFMAA Wealth Management & Trust bought 1,503 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $127K.
State Street Consumer Staples Select Sector SPDR ETF made up 1.05% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #19 holding.
AAFMAA Wealth Management & Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2024 and has held it in 10 quarters since.
374 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.