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

Albion Financial Group’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 Q3	–	Sell	-522	Closed	-$43.4K	–	831
2026 Q2	$43.4K	Buy	+522	New	+$43.6K	﹤0.01%	292
2022 Q1	–	Sell	-600	Closed	-$46K	–	678
2021 Q4	$46K	Hold	600	–	–	﹤0.01%	289
2021 Q3	$41K	Hold	600	–	–	﹤0.01%	266
2021 Q2	$42K	Buy	+600	New	+$42K	﹤0.01%	271
2020 Q4	$40K	Buy	+600	New	+$39.6K	﹤0.01%	258

Other funds holding XLP

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Albion Financial Group's XLP Position: Q3 2026 in Review

Albion Financial Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2026, closing a stake of 522 shares — an estimated $43.4K sold.

Albion Financial Group first reported a position in XLP in Q4 2020 and held it in 5 quarters. The position peaked at $46K in Q4 2021. 498 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Albion Financial Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Albion Financial Group sold 522 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $43.4K.
Albion Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Albion Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $46K in Q4 2021.
498 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Albion Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.