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

Angeles 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 Q3	$150K	Buy	1,867 +66	+4%	+$5.58K	0.01%	489
2026 Q2	$150K	Hold	1,801	–	–	0.01%	518
2026 Q1	$148K	Sell	1,801 -500	-22%	-$42.1K	0.01%	429
2025 Q4	$179K	Buy	2,301 +1,801	+360%	+$141K	0.01%	376
2025 Q3	$39.2K	Hold	500	–	–	﹤0.01%	378
2025 Q2	$40.5K	Hold	500	–	–	﹤0.01%	385
2025 Q1	$40.8K	Hold	500	–	–	﹤0.01%	339
2024 Q4	$39.3K	Sell	500 -900	-64%	-$73.1K	﹤0.01%	345
2024 Q3	$116K	Buy	+1,400	New	+$112K	0.01%	278
2024 Q2	–	Sell	-27	Closed	-$2.06K	–	323
2024 Q1	$2.06K	Hold	27	–	–	﹤0.01%	289
2023 Q4	$1.94K	Buy	+27	New	+$1.87K	﹤0.01%	257

Other funds holding XLP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 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

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Angeles Wealth Management's XLP Position: Q3 2026 in Review

Angeles Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.7% in Q3 2026, buying an estimated $5.58K and bringing the position to 1,867 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #489.

Angeles Wealth Management first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $179K in Q4 2025. 401 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Angeles Wealth Management held 1,867 shares of State Street Consumer Staples Select Sector SPDR ETF worth $150K as of Q3 2026.
Angeles Wealth Management bought 66 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $5.58K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Angeles Wealth Management's portfolio in Q3 2026, its #489 holding.
Angeles Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Angeles Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $179K in Q4 2025.
401 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.