Alterna Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Alterna Wealth 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	$983K	Buy	11,835 +1,459	+14%	+$122K	0.56%	49
2026 Q1	$851K	Buy	10,376 +2,792	+37%	+$235K	0.64%	44
2025 Q4	$589K	Buy	+7,584	New	+$592K	0.49%	54
2020 Q1	–	Sell	-5,004	Closed	-$315K	–	113
2019 Q4	$315K	Hold	5,004	–	–	0.35%	62
2019 Q3	$307K	Sell	5,004 -4,046	-45%	-$243K	0.36%	59
2019 Q2	$526K	Sell	9,050 -450	-5%	-$25.8K	0.63%	43
2019 Q1	$533K	Hold	9,500	–	–	0.45%	57
2018 Q4	$482K	Buy	+9,500	New	+$515K	0.08%	183

Other funds holding XLP

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

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Alterna Wealth Management's XLP Position: Q2 2026 in Review

Alterna Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 14% in Q2 2026, buying an estimated $122K and bringing the position to 11,835 shares worth $983K. The position accounts for 0.56% of the portfolio, ranked #49.

Alterna Wealth Management first reported a position in XLP in Q4 2018 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Alterna Wealth Management held 11,835 shares of State Street Consumer Staples Select Sector SPDR ETF worth $983K as of Q2 2026.
Alterna Wealth Management bought 1,459 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $122K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.56% of Alterna Wealth Management's portfolio in Q2 2026, its #49 holding.
Alterna Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.