AWM
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Abound Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Abound Wealth Management’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 		$108K Buy
1,300
+9
+0.7% +$752 0.02% 152
2026
Q1 		$106K Buy
1,291
+40
+3% +$3.37K 0.02% 147
2025
Q4 		$97.2K Sell
1,251
-94
-7% -$7.34K 0.02% 141
2025
Q3 		$105K Buy
1,345
+9
+0.7% +$727 0.03% 134
2025
Q2 		$108K Buy
1,336
+8
+0.6% +$649 0.03% 118
2025
Q1 		$108K Buy
1,328
+306
+30% +$24.4K 0.04% 104
2024
Q4 		$80.3K Buy
1,022
+7
+0.7% +$568 0.03% 127
2024
Q3 		$84.2K Buy
1,015
+5
+0.5% +$401 0.03% 120
2024
Q2 		$77.3K Sell
1,010
-918
-48% -$70K 0.03% 109
2024
Q1 		$147K Sell
1,928
-11,714
-86% -$866K 0.06% 70
2023
Q4 		$983K Sell
13,642
-295,683
-96% -$20.5M 0.39% 27
2023
Q3 		$21.3M Buy
309,325
+14,714
+5% +$1.08M 9.06% 3
2023
Q2 		$21.9M Buy
294,611
+27,206
+10% +$2.04M 9.14% 3
2023
Q1 		$20M Buy
267,405
+17,386
+7% +$1.27M 8.96% 4
2022
Q4 		$18.6M Buy
250,019
+7,347
+3% +$535K 9.13% 2
2022
Q3 		$16.2M Buy
242,672
+17,804
+8% +$1.3M 8.74% 2
2022
Q2 		$16.2M Buy
+224,868
New +$16.9M 9.04% 3

Other funds holding XLP

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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

Abound Wealth Management's XLP Position: Q2 2026 in Review

Abound Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.7% in Q2 2026, buying an estimated $752 and bringing the position to 1,300 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #152.

Abound Wealth Management first reported a position in XLP in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.9M in Q2 2023. 241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Abound Wealth Management held 1,300 shares of State Street Consumer Staples Select Sector SPDR ETF worth $108K as of Q2 2026.
  • Abound Wealth Management bought 9 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $752.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Abound Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • Abound Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $21.9M in Q2 2023.
  • 241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.