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

Avion Wealth’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	$8K	Hold	100	–	–	﹤0.01%	675
2026 Q1	$8K	Hold	100	–	–	﹤0.01%	563
2025 Q4	$7K	Hold	100	–	–	﹤0.01%	600
2025 Q3	$7K	Hold	100	–	–	﹤0.01%	586
2025 Q2	$8K	Hold	100	–	–	﹤0.01%	537
2025 Q1	$7K	Hold	100	–	–	﹤0.01%	482
2024 Q4	$7K	Sell	100 -351	-78%	-$28.5K	﹤0.01%	481
2024 Q3	$37K	Hold	451	–	–	0.01%	195
2024 Q2	$34K	Buy	451 +63	+16%	+$4.81K	0.01%	195
2024 Q1	$30K	Buy	388 +73	+23%	+$5.4K	0.01%	195
2023 Q4	$23K	Buy	315 +1	+0.3%	+$69	0.01%	203
2023 Q3	$21K	Hold	314	–	–	0.01%	214
2023 Q2	$23K	Hold	314	–	–	0.01%	220
2023 Q1	$23K	Hold	314	–	–	0.01%	204
2022 Q4	$20K	Hold	314	–	–	0.01%	210
2022 Q3	$21K	Hold	314	–	–	0.01%	209
2022 Q2	$23K	Hold	314	–	–	0.01%	195
2022 Q1	$24K	Hold	314	–	–	0.01%	172
2021 Q4	$24K	Hold	314	–	–	0.01%	167
2021 Q3	$22K	Hold	314	–	–	0.01%	173
2021 Q2	$22K	Buy	314 +5	+2%	+$350	0.01%	171
2021 Q1	$21K	Hold	309	–	–	0.01%	166
2020 Q4	$21K	Buy	+309	New	+$20.4K	0.01%	181

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

Avion Wealth's XLP Position: Q2 2026 in Review

Avion Wealth held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 100 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Avion Wealth first reported a position in XLP in Q4 2020 and has held it in 23 quarters since. The position peaked at $37K in Q3 2024. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Avion Wealth held 100 shares of State Street Consumer Staples Select Sector SPDR ETF worth $8K as of Q2 2026.
Avion Wealth 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 Avion Wealth's portfolio in Q2 2026, its #675 holding.
Avion Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Avion Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $37K in Q3 2024.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.