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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.15M Buy
98,162
+3,806
+4% +$318K 0.21% 95
2026
Q1
$7.74M Buy
94,356
+87,849
+1,350% +$7.4M 0.22% 94
2025
Q4
$505K Sell
6,507
-1,122
-15% -$87.6K 0.02% 454
2025
Q3
$598K Sell
7,629
-1,254
-14% -$101K 0.02% 408
2025
Q2
$719K Sell
8,883
-3,273
-27% -$266K 0.02% 353
2025
Q1
$993K Buy
12,156
+3,234
+36% +$258K 0.04% 265
2024
Q4
$701K Sell
8,922
-545
-6% -$44.3K 0.03% 361
2024
Q3
$786K Sell
9,467
-118
-1% -$9.47K 0.03% 336
2024
Q2
$734K Sell
9,585
-7,041
-42% -$537K 0.03% 337
2024
Q1
$1.27M Buy
16,626
+16,621
+332,420% +$1.23M 0.06% 236
2023
Q4
$360 Sell
5
-400
-99% -$27.7K ﹤0.01% 1445
2023
Q3
$27.9K Hold
405
﹤0.01% 889
2023
Q2
$30K Hold
405
﹤0.01% 862
2023
Q1
$30.3K Hold
405
﹤0.01% 873
2022
Q4
$30.2K Hold
405
﹤0.01% 700
2022
Q3
$27K Buy
405
+400
+8,000% +$29.3K ﹤0.01% 700
2022
Q2
$0 Hold
5
﹤0.01% 1247
2022
Q1
$0 Hold
5
﹤0.01% 1257
2021
Q4
$0 Hold
5
﹤0.01% 1244
2021
Q3
$0 Hold
5
﹤0.01% 1196
2021
Q2
$0 Hold
5
﹤0.01% 1149
2021
Q1
$0 Buy
+5
New +$329 ﹤0.01% 1153
2015
Q4
Sell
-150
Closed -$7K 477
2015
Q3
$7K Buy
+150
New +$7.29K ﹤0.01% 305

Other funds holding XLP

Avior Wealth Management's XLP Position: Q2 2026 in Review

Avior Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4% in Q2 2026, buying an estimated $318K and bringing the position to 98,162 shares worth $8.15M. The position accounts for 0.21% of the portfolio, ranked #95.

Avior Wealth Management first reported a position in XLP in Q3 2015 and has held it in 23 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Avior Wealth Management held 98,162 shares of State Street Consumer Staples Select Sector SPDR ETF worth $8.15M as of Q2 2026.
  • Avior Wealth Management bought 3,806 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $318K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.21% of Avior Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Avior Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2015 and has held it in 23 quarters since.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.