AFS
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AFG Fiduciary Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

AFG Fiduciary Services’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 		$2.85M Sell
33,489
-7,588
-18% -$634K 2.22% 13
2026
Q1 		$3.4M Buy
41,077
+10,378
+34% +$874K 1.99% 14
2025
Q4 		$2.39M Buy
30,699
+927
+3% +$72.4K 1.41% 18
2025
Q3 		$2.33M Buy
29,772
+1,695
+6% +$137K 1.34% 18
2025
Q2 		$2.3M Buy
28,077
+2,519
+10% +$204K 1.47% 16
2025
Q1 		$2.03M Sell
25,558
-381
-1% -$30.4K 1.48% 16
2024
Q4 		$1.98M Buy
25,939
+410
+2% +$33.3K 1.4% 19
2024
Q3 		$2.08M Sell
25,529
-88
-0.3% -$7.07K 1.4% 16
2024
Q2 		$2M Buy
25,617
+434
+2% +$33.1K 1.4% 17
2024
Q1 		$1.88M Sell
25,183
-821
-3% -$60.7K 1.39% 14
2023
Q4 		$1.89M Buy
26,004
+1,120
+5% +$77.6K 1.53% 15
2023
Q3 		$1.66M Buy
24,884
+2,059
+9% +$151K 1.47% 15
2023
Q2 		$1.7M Buy
22,825
+485
+2% +$36.4K 1.28% 16
2023
Q1 		$1.67M Buy
22,340
+748
+3% +$54.7K 1.54% 15
2022
Q4 		$1.61M Sell
21,592
-206
-0.9% -$15K 1.51% 18
2022
Q3 		$1.46M Buy
21,798
+1,880
+9% +$138K 1.37% 19
2022
Q2 		$1.44M Buy
19,918
+895
+5% +$67.2K 1.25% 22
2022
Q1 		$1.44M Buy
19,023
+788
+4% +$59.4K 1.02% 24
2021
Q4 		$1.41M Buy
+18,235
New +$1.32M 0.99% 22

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

AFG Fiduciary Services's XLP Position: Q2 2026 in Review

AFG Fiduciary Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 18% in Q2 2026, selling an estimated $634K and leaving 33,489 shares worth $2.85M. The position accounts for 2.22% of the portfolio, ranked #13.

AFG Fiduciary Services first reported a position in XLP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.4M in Q1 2026. 241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • AFG Fiduciary Services held 33,489 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.85M as of Q2 2026.
  • AFG Fiduciary Services sold 7,588 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $634K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 2.22% of AFG Fiduciary Services's portfolio in Q2 2026, its #13 holding.
  • AFG Fiduciary Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • AFG Fiduciary Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.4M in Q1 2026.
  • 241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.