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 Q2	$6.15M	Buy	+74,072	New	+$6.19M	0.41%	62
2025 Q4	–	Sell	-7,037	Closed	-$551K	–	772
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	$586K	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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arete Wealth Advisors's XLP Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 74,072 shares worth $6.15M. The stake represents 0.41% of the portfolio and ranks #62 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in XLP as recently as Q3 2025.

Arete Wealth Advisors first reported a position in XLP in Q4 2014 and has held it in 26 quarters since. 1,242 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Arete Wealth Advisors held 74,072 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.15M as of Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Arete Wealth Advisors position in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.41% of Arete Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Arete Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and has held it in 26 quarters since.
1,242 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.