Axim Planning & Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Axim Planning & 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	$599K	Buy	7,213 +2,629	+57%	+$220K	0.84%	24
2026 Q1	$376K	Sell	4,584 -1,055	-19%	-$88.8K	0.46%	45
2025 Q4	$438K	Buy	5,639 +320	+6%	+$25K	0.46%	35
2025 Q3	$417K	Buy	5,319 +2,756	+108%	+$223K	0.33%	36
2025 Q2	$208K	Buy	+2,563	New	+$208K	0.19%	60

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

Axim Planning & Wealth's XLP Position: Q2 2026 in Review

Axim Planning & Wealth increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 57% in Q2 2026, buying an estimated $220K and bringing the position to 7,213 shares worth $599K. The position accounts for 0.84% of the portfolio, ranked #24.

Axim Planning & Wealth first reported a position in XLP in Q2 2025 and has held it in 5 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Axim Planning & Wealth held 7,213 shares of State Street Consumer Staples Select Sector SPDR ETF worth $599K as of Q2 2026.
Axim Planning & Wealth bought 2,629 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $220K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.84% of Axim Planning & Wealth's portfolio in Q2 2026, its #24 holding.
Axim Planning & Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and has held it in 5 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 Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.