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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
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

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XLP Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.7% in Q2 2026, buying an estimated $164K and bringing the position to 36,056 shares worth $3M. The position accounts for 1.05% of the portfolio, ranked #22.

AAFMAA Wealth Management & Trust first reported a position in XLP in Q2 2024 and has held it in 9 quarters since. 290 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 36,056 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3M as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 1,959 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $164K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.05% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #22 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 9 quarters since.
  • 290 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.