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

Atlantic Edge Private 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	$57.3K	Hold	690	–	–	0.01%	243
2026 Q1	$56.6K	Hold	690	–	–	0.01%	227
2025 Q4	$53.6K	Hold	690	–	–	0.01%	215
2025 Q3	$54.1K	Hold	690	–	–	0.01%	216
2025 Q2	$55.9K	Hold	690	–	–	0.02%	203
2025 Q1	$56.4K	Sell	690 -25	-3%	-$2K	0.02%	195
2024 Q4	$56.2K	Sell	715 -77	-10%	-$6.25K	0.02%	193
2024 Q3	$65.7K	Buy	792 +77	+11%	+$6.18K	0.02%	181
2024 Q2	$54.8K	Hold	715	–	–	0.02%	185
2024 Q1	$54.6K	Hold	715	–	–	0.02%	187
2023 Q4	$51.5K	Buy	+715	New	+$49.5K	0.02%	185

Other funds holding XLP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

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

Atlantic Edge Private Wealth Management's XLP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 690 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #243.

Atlantic Edge Private Wealth Management first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $65.7K in Q3 2024. 506 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Atlantic Edge Private Wealth Management held 690 shares of State Street Consumer Staples Select Sector SPDR ETF worth $57.3K as of Q2 2026.
Atlantic Edge Private Wealth Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #243 holding.
Atlantic Edge Private 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.
Atlantic Edge Private Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $65.7K in Q3 2024.
506 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.