Advanced Asset Management Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Advanced Asset Management 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 Q2	$80K	Hold	963	–	–	0.02%	66
2026 Q1	$79K	Hold	963	–	–	0.02%	63
2025 Q4	$74.8K	Sell	963 -132	-12%	-$10.3K	0.02%	67
2025 Q3	$85.8K	Sell	1,095 -1	-0.1%	-$81	0.02%	66
2025 Q2	$88.7K	Sell	1,096 -251	-19%	-$20.4K	0.02%	67
2025 Q1	$110K	Sell	1,347 -3,800	-74%	-$303K	0.03%	66
2024 Q4	$405K	Sell	5,147 -88	-2%	-$7.14K	0.11%	54
2024 Q3	$401K	Hold	5,235	–	–	0.11%	56
2024 Q2	$401K	Sell	5,235 -272	-5%	-$20.7K	0.11%	57
2024 Q1	$421K	Sell	5,507 -15	-0.3%	-$1.11K	0.1%	55
2023 Q4	$398K	Buy	5,522 +256	+5%	+$17.7K	0.09%	59
2023 Q3	$362K	Sell	5,266 -175	-3%	-$12.8K	0.09%	62
2023 Q2	$404K	Buy	5,441 +143	+3%	+$10.7K	0.09%	61
2023 Q1	$396K	Buy	5,298 +16	+0.3%	+$1.17K	0.1%	61
2022 Q4	$394K	Buy	5,282 +77	+1%	+$5.61K	0.1%	61
2022 Q3	$347K	Buy	5,205 +31	+0.6%	+$2.27K	0.1%	61
2022 Q2	$373K	Sell	5,174 -455	-8%	-$34.2K	0.1%	61
2022 Q1	$427K	Buy	5,629 +26	+0.5%	+$1.96K	0.09%	60
2021 Q4	$432K	Buy	5,603 +1,301	+30%	+$94.3K	0.09%	60
2021 Q3	$296K	Buy	4,302 +218	+5%	+$15.5K	0.06%	70
2021 Q2	$286K	Sell	4,084 -33	-0.8%	-$2.31K	0.06%	71
2021 Q1	$281K	Sell	4,117 -147	-3%	-$9.67K	0.06%	73
2020 Q4	$288K	Buy	4,264 +238	+6%	+$15.7K	0.07%	71
2020 Q3	$258K	Sell	4,026 -109	-3%	-$6.88K	0.07%	72
2020 Q2	$242K	Buy	4,135 +1,884	+84%	+$110K	0.07%	70
2020 Q1	$123K	Buy	2,251 +47	+2%	+$2.85K	0.04%	90
2019 Q4	$139K	Buy	+2,204	New	+$136K	0.04%	93
2018 Q2	–	Sell	-6,025	Closed	-$317K	–	141
2018 Q1	$317K	Sell	6,025 -111	-2%	-$6.12K	0.11%	113
2017 Q4	$349K	Buy	+6,136	New	+$337K	0.11%	111

Other funds holding XLP

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

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Advanced Asset Management Advisors's XLP Position: Q2 2026 in Review

Advanced Asset Management Advisors held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 963 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #66.

Advanced Asset Management Advisors first reported a position in XLP in Q4 2017 and has held it in 29 quarters since. The position peaked at $432K in Q4 2021. 209 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Advanced Asset Management Advisors held 963 shares of State Street Consumer Staples Select Sector SPDR ETF worth $80K as of Q2 2026.
Advanced Asset Management Advisors left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #66 holding.
Advanced Asset Management Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 29 quarters since.
Advanced Asset Management Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $432K in Q4 2021.
209 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.