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

Axxcess 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	$4.26M	Buy	51,308 +113	+0.2%	+$9.44K	0.07%	254
2026 Q1	$4.2M	Buy	51,195 +19,801	+63%	+$1.67M	0.13%	133
2025 Q4	$2.44M	Buy	31,394 +14,426	+85%	+$1.13M	0.04%	341
2025 Q3	$1.33M	Sell	16,968 -10,824	-39%	-$874K	0.03%	390
2025 Q2	$2.25M	Buy	27,792 +24	+0.1%	+$1.95K	0.05%	265
2025 Q1	$2.27M	Sell	27,768 -3,350	-11%	-$267K	0.06%	244
2024 Q4	$2.45M	Sell	31,118 -7,599	-20%	-$617K	0.06%	238
2024 Q3	$3.21M	Sell	38,717 -2,771	-7%	-$222K	0.08%	192
2024 Q2	$3.18M	Sell	41,488 -19,195	-32%	-$1.46M	0.08%	186
2024 Q1	$4.63M	Buy	60,683 +13,734	+29%	+$1.02M	0.13%	136
2023 Q4	$3.38M	Buy	46,949 +8,484	+22%	+$588K	0.1%	172
2023 Q3	$2.65M	Sell	38,465 -7,259	-16%	-$531K	0.09%	166
2023 Q2	$3.39M	Buy	45,724 +189	+0.4%	+$14.2K	0.25%	84
2023 Q1	$3.4M	Buy	45,535 +22,804	+100%	+$1.67M	0.26%	85
2022 Q4	$1.69M	Buy	22,731 +13,636	+150%	+$994K	0.14%	145
2022 Q3	$607K	Sell	9,095 -8,887	-49%	-$651K	0.06%	279
2022 Q2	$1.3M	Buy	17,982 +12,191	+211%	+$915K	0.12%	156
2022 Q1	$439K	Sell	5,791 -801	-12%	-$60.3K	0.03%	385
2021 Q4	$508K	Buy	+6,592	New	+$478K	0.04%	355

Other funds holding XLP

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Axxcess Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.22% in Q2 2026, buying an estimated $9.44K and bringing the position to 51,308 shares worth $4.26M. The position accounts for 0.07% of the portfolio, ranked #254.

Axxcess Wealth Management first reported a position in XLP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.63M in Q1 2024. 631 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Axxcess Wealth Management held 51,308 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.26M as of Q2 2026.
Axxcess Wealth Management bought 113 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $9.44K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #254 holding.
Axxcess Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.63M in Q1 2024.
631 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.