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

Activest 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	$3.82K	Sell	46 -1,880	-98%	-$157K	﹤0.01%	755
2026 Q1	$158K	Sell	1,926 -1	-0.1%	-$84	0.03%	169
2025 Q4	$150K	Buy	1,927 +1,695	+731%	+$132K	0.03%	176
2025 Q3	$18.2K	Sell	232 -245	-51%	-$19.8K	﹤0.01%	399
2025 Q2	$38.6K	Sell	477 -34	-7%	-$2.76K	0.01%	237
2025 Q1	$41.7K	Sell	511 -154	-23%	-$12.3K	0.01%	206
2024 Q4	$52.3K	Sell	665 -505	-43%	-$41K	0.01%	168
2024 Q3	$97.1K	Sell	1,170 -2,371	-67%	-$190K	0.03%	123
2024 Q2	$271K	Sell	3,541 -6,775	-66%	-$517K	0.09%	69
2024 Q1	$788K	Buy	10,316 +4,122	+67%	+$305K	0.38%	26
2023 Q4	$446K	Sell	6,194 -556	-8%	-$38.5K	0.25%	32
2023 Q3	$464K	Buy	+6,750	New	+$494K	0.29%	28
2023 Q2	–	Sell	-10,355	Closed	-$769K	–	430
2023 Q1	$769K	Sell	10,355 -175,373	-94%	-$12.8M	0.49%	22
2022 Q4	$13.8M	Buy	185,728 +7,897	+4%	+$575K	4.1%	5
2022 Q3	$11.9M	Buy	177,831 +162,169	+1,035%	+$11.9M	3.85%	5
2022 Q2	$1.13M	Buy	15,662 +1,761	+13%	+$132K	0.8%	12
2022 Q1	$1.05M	Sell	13,901 -791	-5%	-$59.6K	0.68%	14
2021 Q4	$1.13M	Sell	14,692 -2,092	-12%	-$152K	0.7%	22
2021 Q3	$1.16M	Buy	16,784 +1,476	+10%	+$105K	0.77%	15
2021 Q2	$1.07M	Sell	15,308 -34,723	-69%	-$2.43M	0.8%	16
2021 Q1	$3.42M	Buy	+50,031	New	+$3.29M	2.79%	7

Other funds holding XLP

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Activest Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 98% in Q2 2026, selling an estimated $157K and leaving 46 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Activest Wealth Management first reported a position in XLP in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.8M in Q4 2022. 465 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Activest Wealth Management held 46 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.82K as of Q2 2026.
Activest Wealth Management sold 1,880 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #755 holding.
Activest Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Activest Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $13.8M in Q4 2022.
465 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.