Balanced Wealth Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Balanced Wealth Group's XLP Position: Q2 2026 in Review
Balanced Wealth Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 6% in Q2 2026, buying an estimated $13.6K and bringing the position to 2,864 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #72.
Balanced Wealth Group first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $281K in Q3 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.
- Balanced Wealth Group held 2,864 shares of State Street Consumer Staples Select Sector SPDR ETF worth $238K as of Q2 2026.
- Balanced Wealth Group bought 163 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $13.6K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of Balanced Wealth Group's portfolio in Q2 2026, its #72 holding.
- Balanced Wealth Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- Balanced Wealth Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $281K in Q3 2025.
- 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.
Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.