Bernard Wealth Management’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
$18.9K Hold
228
0.01% 194
2026
Q1
$18.7K Sell
228
-4
-2% -$337 0.01% 194
2025
Q4
$18K Hold
232
0.01% 193
2025
Q3
$18.2K Buy
232
+4
+2% +$323 0.01% 193
2025
Q2
$18.5K Buy
+228
New +$18.5K 0.01% 184

Other funds holding XLP

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

Bernard Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 228 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #194.

Bernard Wealth Management first reported a position in XLP in Q2 2025 and has held it in 5 quarters since. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Bernard Wealth Management held 228 shares of State Street Consumer Staples Select Sector SPDR ETF worth $18.9K as of Q2 2026.
  • Bernard Wealth Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Bernard Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.