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

BCS 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	$591K	Buy	7,112 +4,305	+153%	+$360K	0.11%	159
2026 Q1	$230K	Sell	2,807 -2,807	-50%	-$236K	0.05%	239
2025 Q4	$436K	Buy	5,614 +2,351	+72%	+$183K	0.04%	238
2025 Q3	$256K	Sell	3,263 -329	-9%	-$26.6K	0.06%	210
2025 Q2	$291K	Sell	3,592 -2,676	-43%	-$217K	0.06%	202
2025 Q1	$512K	Buy	6,268 +295	+5%	+$23.5K	0.13%	146
2024 Q4	$470K	Hold	5,973	–	–	0.12%	153
2024 Q3	$496K	Sell	5,973 -147	-2%	-$11.8K	0.21%	92
2024 Q2	$469K	Sell	6,120 -659	-10%	-$50.3K	0.23%	87
2024 Q1	$518K	Buy	6,779 +886	+15%	+$65.5K	0.17%	129
2023 Q4	$424K	Buy	5,893 +521	+10%	+$36.1K	0.16%	132
2023 Q3	$370K	Buy	5,372 +90	+2%	+$6.59K	0.15%	129
2023 Q2	$392K	Buy	5,282 +204	+4%	+$15.3K	0.29%	70
2023 Q1	$379K	Sell	5,078 -8,426	-62%	-$616K	0.17%	107
2022 Q4	$1.01M	Sell	13,504 -518	-4%	-$37.7K	0.42%	63
2022 Q3	$936K	Buy	14,022 +1,678	+14%	+$123K	0.44%	62
2022 Q2	$891K	Buy	12,344 +514	+4%	+$38.6K	0.4%	61
2022 Q1	$898K	Hold	11,830	–	–	0.37%	65
2021 Q4	$912K	Hold	11,830	–	–	0.33%	70
2021 Q3	$814K	Buy	11,830 +62	+0.5%	+$4.42K	0.35%	65
2021 Q2	$823K	Hold	11,768	–	–	0.44%	52
2021 Q1	$804K	Hold	11,768	–	–	0.38%	58
2020 Q4	$794K	Hold	11,768	–	–	0.41%	55
2020 Q3	$754K	Hold	11,768	–	–	0.43%	50
2020 Q2	$690K	Hold	11,768	–	–	0.41%	52
2020 Q1	$641K	Hold	11,768	–	–	0.45%	46
2019 Q4	$741K	Buy	+11,768	New	+$725K	0.49%	44

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

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

BCS Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 153% in Q2 2026, buying an estimated $360K and bringing the position to 7,112 shares worth $591K. The position accounts for 0.11% of the portfolio, ranked #159.

BCS Wealth Management first reported a position in XLP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.01M in Q4 2022. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

BCS Wealth Management held 7,112 shares of State Street Consumer Staples Select Sector SPDR ETF worth $591K as of Q2 2026.
BCS Wealth Management bought 4,305 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $360K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.11% of BCS Wealth Management's portfolio in Q2 2026, its #159 holding.
BCS Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
BCS Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.01M 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 BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.