BFSG LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

BFSG LLC’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	$1.15M	Buy	13,894 +263	+2%	+$22K	0.1%	165
2026 Q1	$1.12M	Sell	13,631 -1,604	-11%	-$135K	0.11%	161
2025 Q4	$1.18M	Sell	15,235 -551	-3%	-$43K	0.11%	158
2025 Q3	$1.24M	Sell	15,786 -1,954	-11%	-$158K	0.12%	163
2025 Q2	$1.44M	Sell	17,740 -2,366	-12%	-$192K	0.16%	138
2025 Q1	$1.64M	Sell	20,106 -1,085	-5%	-$86.6K	0.2%	122
2024 Q4	$1.67M	Sell	21,191 -3,998	-16%	-$325K	0.19%	127
2024 Q3	$2.09M	Sell	25,189 -5,505	-18%	-$442K	0.24%	120
2024 Q2	$2.35M	Sell	30,694 -892	-3%	-$68K	0.3%	99
2024 Q1	$2.41M	Buy	31,586 +569	+2%	+$42.1K	0.32%	91
2023 Q4	$2.23M	Sell	31,017 -961	-3%	-$66.6K	0.33%	96
2023 Q3	$2.2M	Buy	31,978 +2,919	+10%	+$214K	0.36%	91
2023 Q2	$2.15M	Buy	29,059 +5,711	+24%	+$429K	0.37%	90
2023 Q1	$1.74M	Buy	23,348 +1,063	+5%	+$77.8K	0.32%	98
2022 Q4	$1.66M	Buy	22,285 +12,277	+123%	+$895K	0.33%	96
2022 Q3	$668K	Buy	10,008 +2,766	+38%	+$203K	0.14%	130
2022 Q2	$523K	Buy	7,242 +3,230	+81%	+$242K	0.09%	153
2022 Q1	$304K	Sell	4,012 -136	-3%	-$10.2K	0.05%	176
2021 Q4	$320K	Buy	4,148 +136	+3%	+$9.86K	0.04%	195
2021 Q3	$276K	Buy	+4,012	New	+$286K	0.04%	200

Other funds holding XLP

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BFSG LLC's XLP Position: Q2 2026 in Review

BFSG LLC increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.9% in Q2 2026, buying an estimated $22K and bringing the position to 13,894 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #165.

BFSG LLC first reported a position in XLP in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.41M in Q1 2024. 235 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

BFSG LLC held 13,894 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.15M as of Q2 2026.
BFSG LLC bought 263 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $22K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.1% of BFSG LLC's portfolio in Q2 2026, its #165 holding.
BFSG LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
BFSG LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.41M in Q1 2024.
235 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.