Arete Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Arete Wealth Advisors’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 Q1	–	Sell	-7,372	Closed	-$573K	–	760
2025 Q4	$573K	Buy	7,372 +335	+5%	+$26.1K	0.03%	400
2025 Q3	$551K	Sell	7,037 -133	-2%	-$10.7K	0.03%	411
2025 Q2	$581K	Sell	7,170 -1,570	-18%	-$127K	0.04%	369
2025 Q1	$714K	Sell	8,740 -477	-5%	-$38.1K	0.05%	304
2024 Q4	$724K	Sell	9,217 -139	-1%	-$11.3K	0.05%	319
2024 Q3	$776K	Buy	9,356 +3,536	+61%	+$284K	0.07%	271
2024 Q2	$445K	Buy	+5,820	New	+$444K	0.04%	420
2024 Q1	–	Sell	-6,403	Closed	-$461K	–	755
2023 Q4	$461K	Buy	6,403 +1,735	+37%	+$120K	0.04%	419
2023 Q3	$321K	Sell	4,668 -3,017	-39%	-$221K	0.06%	329
2023 Q2	$570K	Buy	7,685 +71	+0.9%	+$5.33K	0.05%	333
2023 Q1	$569K	Sell	7,614 -251	-3%	-$18.4K	0.05%	316
2022 Q4	$586M	Sell	7,865 -7,538	-49%	-$549K	0.05%	295
2022 Q3	$1.03M	Buy	15,403 +413	+3%	+$30.3K	0.1%	176
2022 Q2	$1.08M	Sell	14,990 -145	-1%	-$10.9K	0.11%	142
2022 Q1	$1.15M	Buy	15,135 +2,308	+18%	+$174K	0.1%	165
2021 Q4	$990K	Buy	12,827 +86	+0.7%	+$6.23K	0.08%	190
2021 Q3	$877K	Hold	12,741	–	–	0.1%	178
2021 Q2	$651K	Buy	12,741 +14	+0.1%	+$980	0.09%	172
2021 Q1	$869K	Sell	12,727 -3,834	-23%	-$252K	0.11%	176
2020 Q4	$1.11M	Buy	16,561 +8,218	+99%	+$543K	0.16%	143
2020 Q3	$535K	Sell	8,343 -3,254	-28%	-$205K	0.08%	202
2020 Q2	$680K	Buy	+11,597	New	+$677K	0.12%	186
2019 Q3	–	Sell	-5,360	Closed	-$311K	–	439
2019 Q2	$311K	Buy	+5,360	New	+$307K	0.06%	290
2016 Q2	–	Sell	-5,717	Closed	-$303K	–	168
2016 Q1	$303K	Sell	5,717 -8,279	-59%	-$421K	0.18%	105
2015 Q4	$707K	Buy	+13,996	New	+$696K	0.43%	42
2015 Q1	–	Sell	-19,820	Closed	-$961K	–	165
2014 Q4	$961K	Buy	+19,820	New	+$938K	0.68%	34

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arete Wealth Advisors's XLP Position: Q1 2026 in Review

Arete Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 7,372 shares — an estimated $573K sold.

Arete Wealth Advisors first reported a position in XLP in Q4 2014 and held it in 26 quarters. The position peaked at $586M in Q4 2022. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Arete Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 7,372 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $573K.
Arete Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 26 quarters.
Arete Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $586M in Q4 2022.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.