Beacon Pointe Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Beacon Pointe 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	$1.77M	Sell	21,343 -5,749	-21%	-$480K	0.01%	809
2026 Q1	$2.22M	Buy	27,092 +10,669	+65%	+$899K	0.01%	694
2025 Q4	$1.28M	Buy	16,423 +6,420	+64%	+$501K	0.01%	756
2025 Q3	$784K	Sell	10,003 -414	-4%	-$33.4K	0.01%	853
2025 Q2	$844K	Sell	10,417 -700	-6%	-$56.8K	0.01%	720
2025 Q1	$908K	Sell	11,117 -3	-0%	-$239	0.01%	666
2024 Q4	$874K	Buy	11,120 +1,562	+16%	+$127K	0.01%	668
2024 Q3	$793K	Sell	9,558 -7,609	-44%	-$611K	0.01%	698
2024 Q2	$1.31M	Sell	17,167 -2,755	-14%	-$210K	0.02%	569
2024 Q1	$1.52M	Sell	19,922 -1,058	-5%	-$78.2K	0.02%	560
2023 Q4	$1.51M	Buy	20,980 +5,198	+33%	+$360K	0.02%	552
2023 Q3	$1.09M	Buy	15,782 +2,838	+22%	+$208K	0.01%	605
2023 Q2	$960K	Sell	12,944 -75	-0.6%	-$5.63K	0.02%	536
2023 Q1	$973K	Sell	13,019 -194	-1%	-$14.2K	0.02%	553
2022 Q4	$985K	Buy	13,213 +583	+5%	+$42.5K	0.02%	509
2022 Q3	$842K	Buy	12,630 +292	+2%	+$21.4K	0.02%	502
2022 Q2	$889K	Sell	12,338 -1,816	-13%	-$136K	0.02%	496
2022 Q1	$1.07M	Buy	14,154 +4,942	+54%	+$372K	0.01%	600
2021 Q4	$710K	Sell	9,212 -147	-2%	-$10.7K	0.02%	459
2021 Q3	$644K	Sell	9,359 -775	-8%	-$55.2K	0.02%	487
2021 Q2	$709K	Buy	10,134 +287	+3%	+$20.1K	0.03%	398
2021 Q1	$672K	Buy	9,847 +1,032	+12%	+$67.9K	0.04%	255
2020 Q4	$596K	Buy	8,815 +309	+4%	+$20.4K	0.04%	251
2020 Q3	$545K	Buy	8,506 +800	+10%	+$50.5K	0.05%	222
2020 Q2	$450K	Buy	7,706 +1,500	+24%	+$87.5K	0.05%	249
2020 Q1	$338K	Buy	+6,206	New	+$377K	0.05%	215

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

Beacon Pointe Advisors's XLP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 21% in Q2 2026, selling an estimated $480K and leaving 21,343 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #809.

Beacon Pointe Advisors first reported a position in XLP in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.22M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Beacon Pointe Advisors held 21,343 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.77M as of Q2 2026.
Beacon Pointe Advisors sold 5,749 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $480K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #809 holding.
Beacon Pointe Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Beacon Pointe Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.22M in Q1 2026.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.