B. Riley Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

B. Riley Wealth Advisors’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	$681K	Buy	8,067 +692	+9%	+$57.8K	0.04%	395
2026 Q1	$604K	Sell	7,375 -2,783	-27%	-$234K	0.04%	398
2025 Q4	$789K	Buy	10,158 +282	+3%	+$22K	0.04%	397
2025 Q3	$774K	Sell	9,876 -28,159	-74%	-$2.27M	0.04%	400
2025 Q2	$3.08M	Buy	+38,035	New	+$3.09M	0.14%	151
2024 Q4	$5M	Sell	63,640 -55,621	-47%	-$4.52M	0.16%	139
2024 Q3	$9.79M	Buy	119,261 +39,730	+50%	+$3.19M	0.27%	76
2024 Q2	$6.09M	Sell	79,531 -32,346	-29%	-$2.47M	0.16%	133
2024 Q1	$7.7M	Buy	111,877 +35,960	+47%	+$2.66M	0.21%	105
2023 Q4	$5.47M	Sell	75,917 -35,960	-32%	-$2.49M	0.15%	157
2023 Q3	$7.7M	Sell	111,877 -33,154	-23%	-$2.43M	0.21%	105
2023 Q2	$10.8M	Sell	145,031 -15,211	-9%	-$1.14M	0.24%	86
2023 Q1	$12M	Sell	160,242 -30,775	-16%	-$2.25M	0.32%	66
2022 Q4	$14.2M	Buy	191,017 +19,042	+11%	+$1.39M	0.4%	52
2022 Q3	$11.5M	Buy	171,975 +19,362	+13%	+$1.42M	0.35%	64
2022 Q2	$11M	Buy	152,613 +97,057	+175%	+$7.29M	0.46%	42
2022 Q1	$4.22M	Sell	55,556 -2,482	-4%	-$187K	0.14%	160
2021 Q4	$4.48M	Buy	58,038 +7,186	+14%	+$521K	0.13%	169
2021 Q3	$3.51M	Sell	50,852 -29,054	-36%	-$2.07M	0.11%	205
2021 Q2	$5.53M	Sell	79,906 -34,850	-30%	-$2.44M	0.18%	130
2021 Q1	$7.81M	Buy	114,756 +3,941	+4%	+$259K	0.28%	79
2020 Q4	$7.47M	Buy	110,815 +21,054	+23%	+$1.39M	0.4%	60
2020 Q3	$5.57M	Buy	89,761 +4,227	+5%	+$267K	0.3%	85
2020 Q2	$5.02M	Buy	85,534 +33,173	+63%	+$1.94M	0.34%	74
2020 Q1	$2.85M	Buy	52,361 +38,641	+282%	+$2.35M	0.24%	102
2019 Q4	$865K	Buy	13,720 +831	+6%	+$51.2K	0.07%	266
2019 Q3	$792K	Buy	12,889 +132	+1%	+$7.94K	0.08%	268
2019 Q2	$741K	Buy	12,757 +3,056	+32%	+$175K	0.08%	258
2019 Q1	$545K	Sell	9,701 -4,019	-29%	-$215K	0.07%	310
2018 Q4	$698K	Buy	13,720 +3,671	+37%	+$199K	0.1%	220
2018 Q3	$542K	Buy	10,049 +1,610	+19%	+$86.4K	0.06%	331
2018 Q2	$436K	Sell	8,439 -2,331	-22%	-$118K	0.06%	362
2018 Q1	$568K	Sell	10,770 -1,258	-10%	-$69.3K	0.08%	273
2017 Q4	$686K	Buy	12,028 +556	+5%	+$30.6K	0.09%	246
2017 Q3	$621K	Sell	11,472 -720	-6%	-$39.6K	0.1%	218
2017 Q2	$671K	Sell	12,192 -307	-2%	-$17.1K	0.12%	205
2017 Q1	$683K	Buy	12,499 +363	+3%	+$19.5K	0.14%	187
2016 Q4	$629K	Sell	12,136 -2,747	-18%	-$142K	0.13%	196
2016 Q3	$793K	Buy	14,883 +800	+6%	+$43.6K	0.16%	170
2016 Q2	$779K	Buy	14,083 +1,898	+16%	+$101K	0.16%	166
2016 Q1	$647K	Buy	12,185 +2,075	+21%	+$105K	0.15%	168
2015 Q4	$512K	Buy	10,110 +2,199	+28%	+$109K	0.1%	242
2015 Q3	$375K	Buy	7,911 +842	+12%	+$40.9K	0.09%	288
2015 Q2	$340K	Sell	7,069 -1,376	-16%	-$67.2K	0.08%	303
2015 Q1	$411K	Sell	8,445 -9,998	-54%	-$491K	0.1%	270
2014 Q4	$5.74K	Buy	18,443 +11,444	+164%	+$542K	0.12%	206
2014 Q3	$316K	Sell	6,999 -8,051	-53%	-$361K	0.08%	346
2014 Q2	$386K	Buy	15,050 +8,854	+143%	+$392K	0.09%	244
2014 Q1	$267K	Sell	6,196 -5,188	-46%	-$218K	0.08%	291
2013 Q4	$489K	Buy	11,384 +2,759	+32%	+$116K	0.16%	151
2013 Q3	$343K	Sell	8,625 -8,536	-50%	-$348K	0.12%	198
2013 Q2	$681K	Buy	+17,161	New	+$698K	0.23%	101

Other funds holding XLP

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

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

B. Riley Wealth Advisors's XLP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 9.4% in Q2 2026, buying an estimated $57.8K and bringing the position to 8,067 shares worth $681K. The position accounts for 0.04% of the portfolio, ranked #395.

B. Riley Wealth Advisors first reported a position in XLP in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q4 2022. 246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

B. Riley Wealth Advisors held 8,067 shares of State Street Consumer Staples Select Sector SPDR ETF worth $681K as of Q2 2026.
B. Riley Wealth Advisors bought 692 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $57.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #395 holding.
B. Riley Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $14.2M in Q4 2022.
246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.