AP
XLP icon

Appleton Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Appleton Partners’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 		$403K Sell
4,855
-83
-2% -$6.93K 0.02% 215
2026
Q1 		$405K Sell
4,938
-476
-9% -$40.1K 0.03% 204
2025
Q4 		$421K Sell
5,414
-617
-10% -$48.2K 0.03% 203
2025
Q3 		$473K Sell
6,031
-694
-10% -$56.1K 0.03% 191
2025
Q2 		$545K Buy
6,725
+2,817
+72% +$229K 0.04% 176
2025
Q1 		$319K Sell
3,908
-241
-6% -$19.2K 0.02% 213
2024
Q4 		$326K Buy
4,149
+707
+21% +$57.4K 0.02% 213
2024
Q3 		$286K Buy
3,442
+176
+5% +$14.1K 0.02% 224
2024
Q2 		$250K Sell
3,266
-260
-7% -$19.8K 0.02% 237
2024
Q1 		$269K Sell
3,526
-1,305
-27% -$96.5K 0.02% 241
2023
Q4 		$348K Sell
4,831
-1,502
-24% -$104K 0.03% 224
2023
Q3 		$436K Sell
6,333
-1,475
-19% -$108K 0.04% 199
2023
Q2 		$579K Buy
7,808
+695
+10% +$52.2K 0.05% 185
2023
Q1 		$531K Buy
7,113
+833
+13% +$60.9K 0.05% 198
2022
Q4 		$468K Buy
+6,280
New +$458K 0.04% 208

Other funds holding XLP

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Appleton Partners's XLP Position: Q2 2026 in Review

Appleton Partners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.7% in Q2 2026, selling an estimated $6.93K and leaving 4,855 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #215.

Appleton Partners first reported a position in XLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $579K in Q2 2023. 301 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Appleton Partners held 4,855 shares of State Street Consumer Staples Select Sector SPDR ETF worth $403K as of Q2 2026.
  • Appleton Partners sold 83 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $6.93K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #215 holding.
  • Appleton Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Appleton Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $579K in Q2 2023.
  • 301 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.