Advyzon Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Advyzon Investment 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	$1.87M	Buy	22,454 +1,445	+7%	+$121K	0.14%	155
2026 Q1	$1.72M	Sell	21,009 -4,797	-19%	-$404K	0.15%	133
2025 Q4	$2M	Buy	25,806 +3,650	+16%	+$285K	0.23%	105
2025 Q3	$1.74M	Buy	22,156 +757	+4%	+$61.2K	0.3%	70
2025 Q2	$1.73M	Buy	21,399 +2,530	+13%	+$205K	0.38%	55
2025 Q1	$1.54M	Buy	18,869 +3,390	+22%	+$271K	0.54%	33
2024 Q4	$1.22M	Buy	+15,479	New	+$1.26M	0.47%	36

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advyzon Investment Management's XLP Position: Q2 2026 in Review

Advyzon Investment Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 6.9% in Q2 2026, buying an estimated $121K and bringing the position to 22,454 shares worth $1.87M. The position accounts for 0.14% of the portfolio, ranked #155.

Advyzon Investment Management first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2M in Q4 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Advyzon Investment Management held 22,454 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.87M as of Q2 2026.
Advyzon Investment Management bought 1,445 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $121K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.14% of Advyzon Investment Management's portfolio in Q2 2026, its #155 holding.
Advyzon Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2M in Q4 2025.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.