Balboa Wealth Partners’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
$372K Buy
4,475
+8
+0.2% +$668 0.05% 293
2026
Q1
$366K Buy
4,467
+191
+4% +$16.1K 0.06% 259
2025
Q4
$332K Buy
4,276
+447
+12% +$34.9K 0.05% 264
2025
Q3
$300K Buy
3,829
+8
+0.2% +$646 0.05% 270
2025
Q2
$309K Sell
3,821
-344
-8% -$27.9K 0.06% 244
2025
Q1
$340K Buy
4,165
+469
+13% +$37.4K 0.08% 176
2024
Q4
$291K Sell
3,696
-1,205
-25% -$97.8K 0.07% 219
2024
Q3
$407K Sell
4,901
-2,308
-32% -$185K 0.1% 158
2024
Q2
$552K Buy
7,209
+3,120
+76% +$238K 0.15% 123
2024
Q1
$312K Sell
4,089
-1,123
-22% -$83K 0.09% 158
2023
Q4
$375K Sell
5,212
-1,079
-17% -$74.7K 0.12% 134
2023
Q3
$433K Sell
6,291
-4,758
-43% -$348K 0.16% 113
2023
Q2
$820K Buy
11,049
+1,674
+18% +$126K 0.29% 61
2023
Q1
$700K Sell
9,375
-7,592
-45% -$555K 0.26% 75
2022
Q4
$1.26M Buy
16,967
+2,800
+20% +$204K 0.57% 39
2022
Q3
$945K Buy
+14,167
New +$1.04M 0.42% 50

Other funds holding XLP

Balboa Wealth Partners's XLP Position: Q2 2026 in Review

Balboa Wealth Partners increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.18% in Q2 2026, buying an estimated $668 and bringing the position to 4,475 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #293.

Balboa Wealth Partners first reported a position in XLP in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q4 2022. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Balboa Wealth Partners held 4,475 shares of State Street Consumer Staples Select Sector SPDR ETF worth $372K as of Q2 2026.
  • Balboa Wealth Partners bought 8 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $668.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #293 holding.
  • Balboa Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.26M in Q4 2022.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.