Affiance Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Affiance Financial’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	$1.6M	Sell	19,243 -626	-3%	-$52.3K	0.23%	44
2026 Q1	$1.63M	Sell	19,869 -194	-1%	-$16.3K	0.26%	41
2025 Q4	$1.56M	Sell	20,063 -511	-2%	-$39.9K	0.25%	41
2025 Q3	$1.61M	Sell	20,574 -195	-0.9%	-$15.8K	0.29%	40
2025 Q2	$1.68M	Sell	20,769 -71	-0.3%	-$5.76K	0.34%	39
2025 Q1	$1.7M	Sell	20,840 -1,480	-7%	-$118K	0.4%	35
2024 Q4	$1.75M	Sell	22,320 -970	-4%	-$78.8K	0.42%	38
2024 Q3	$1.93M	Sell	23,290 -123	-0.5%	-$9.88K	0.47%	31
2024 Q2	$1.79M	Buy	23,413 +494	+2%	+$37.7K	0.47%	32
2024 Q1	$1.75M	Sell	22,919 -1,051	-4%	-$77.7K	0.47%	33
2023 Q4	$1.73M	Buy	23,970 +1,425	+6%	+$98.7K	0.5%	30
2023 Q3	$1.55M	Sell	22,545 -1,113	-5%	-$81.5K	0.79%	28
2023 Q2	$1.75M	Sell	23,658 -160	-0.7%	-$12K	0.86%	24
2023 Q1	$1.78M	Sell	23,818 -2,289	-9%	-$167K	0.94%	21
2022 Q4	$1.95M	Hold	26,107	–	–	0.79%	25
2022 Q3	$1.74M	Hold	26,107	–	–	0.98%	17
2022 Q2	$1.88M	Sell	26,107 -1,326	-5%	-$99.5K	1.02%	17
2022 Q1	$2.08M	Sell	27,433 -857	-3%	-$64.6K	1.01%	18
2021 Q4	$2.18M	Sell	28,290 -280	-1%	-$20.3K	0.91%	23
2021 Q3	$1.97M	Sell	28,570 -101	-0.4%	-$7.2K	0.86%	25
2021 Q2	$2.01M	Sell	28,671 -271	-0.9%	-$19K	0.85%	25
2021 Q1	$1.98M	Sell	28,942 -2,371	-8%	-$156K	0.88%	21
2020 Q4	$2.11M	Sell	31,313 -724	-2%	-$47.8K	1.1%	18
2020 Q3	$2.05M	Hold	32,037	–	–	1.19%	16
2020 Q2	$1.88M	Sell	32,037 -2,790	-8%	-$163K	1.02%	18
2020 Q1	$1.9M	Sell	34,827 -3,300	-9%	-$200K	1.31%	13
2019 Q4	$2.4M	Sell	38,127 -2,045	-5%	-$126K	1.32%	10
2019 Q3	$2.47M	Sell	40,172 -1,648	-4%	-$99.1K	1.5%	10
2019 Q2	$2.43M	Sell	41,820 -1,356	-3%	-$77.6K	1.48%	9
2019 Q1	$2.42M	Sell	43,176 -1,205	-3%	-$64.5K	1.53%	11
2018 Q4	$2.25M	Sell	44,381 -766	-2%	-$41.6K	1.49%	13
2018 Q3	$2.44M	Sell	45,147 -3,586	-7%	-$192K	1.61%	11
2018 Q2	$2.51M	Sell	48,733 -120,799	-71%	-$6.13M	1.92%	8
2018 Q1	$8.92M	Sell	169,532 -1,141	-0.7%	-$62.9K	7.88%	3
2017 Q4	$9.71M	Buy	170,673 +5,507	+3%	+$303K	7.19%	4
2017 Q3	$8.92M	Buy	165,166 +1,730	+1%	+$95.1K	7.18%	4
2017 Q2	$8.98M	Sell	163,436 -12,891	-7%	-$717K	7.15%	4
2017 Q1	$9.62M	Sell	176,327 -9,468	-5%	-$509K	7.44%	4
2016 Q4	$9.61M	Sell	185,795 -9,793	-5%	-$507K	7.7%	4
2016 Q3	$10.4M	Sell	195,588 -828	-0.4%	-$45.1K	8.46%	3
2016 Q2	$10.8M	Sell	196,416 -4,662	-2%	-$248K	9.16%	2
2016 Q1	$10.7M	Sell	201,078 -221	-0.1%	-$11.2K	10.22%	1
2015 Q4	$10.2M	Buy	201,299 +4,035	+2%	+$201K	10.44%	1
2015 Q3	$9.31M	Sell	197,264 -7,597	-4%	-$369K	11.67%	1
2015 Q2	$9.75M	Sell	204,861 -2,222	-1%	-$109K	12.43%	1
2015 Q1	$10.1M	Buy	207,083 +37	+0%	+$1.82K	15.35%	1
2014 Q4	$10M	Buy	+207,046	New	+$9.8M	17.63%	1

Other funds holding XLP

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 $44.6B AUM 28.94% 1-Year Est. Return

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

Affiance Financial's XLP Position: Q2 2026 in Review

Affiance Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.2% in Q2 2026, selling an estimated $52.3K and leaving 19,243 shares worth $1.6M. The position accounts for 0.23% of the portfolio, ranked #44.

Affiance Financial first reported a position in XLP in Q4 2014 and has held it in 47 quarters since. The position peaked at $10.8M in Q2 2016. 559 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Affiance Financial held 19,243 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.6M as of Q2 2026.
Affiance Financial sold 626 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $52.3K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.23% of Affiance Financial's portfolio in Q2 2026, its #44 holding.
Affiance Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
Affiance Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10.8M in Q2 2016.
559 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.