Biltmore 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
Q1
$15.9M Buy
194,440
+3,466
+2% +$292K 5.67% 7
2025
Q4
$14.8M Buy
190,974
+5,720
+3% +$446K 5.6% 6
2025
Q3
$14.5M Buy
185,254
+9,333
+5% +$754K 5.54% 6
2025
Q2
$14.2M Buy
175,921
+2,204
+1% +$179K 5.77% 6
2025
Q1
$14.2M Buy
173,717
+1,632
+0.9% +$130K 5.98% 6
2024
Q4
$13.5M Buy
172,085
+1,255
+0.7% +$102K 5.63% 6
2024
Q3
$14.2M Sell
170,830
-5,165
-3% -$415K 5.82% 6
2024
Q2
$13.5M Buy
175,995
+4,939
+3% +$377K 5.84% 6
2024
Q1
$12.3M Hold
171,056
5.86% 6
2023
Q4
$12.3M Buy
171,056
+14,338
+9% +$993K 5.86% 6
2023
Q3
$10.8M Buy
156,718
+17,650
+13% +$1.29M 5.21% 8
2023
Q2
$10.3M Buy
139,068
+2,298
+2% +$172K 4.37% 8
2023
Q1
$10.2M Sell
136,770
-1,542
-1% -$113K 4.12% 8
2022
Q4
$10.3M Sell
138,312
-1,771
-1% -$129K 4.45% 8
2022
Q3
$9.35M Buy
140,083
+203
+0.1% +$14.9K 4.29% 8
2022
Q2
$10.1M Sell
139,880
-3,028
-2% -$227K 4.44% 8
2022
Q1
$10.8M Sell
142,908
-2,213
-2% -$167K 4.21% 8
2021
Q4
$11.2M Sell
145,121
-85
-0.1% -$6.16K 4.21% 8
2021
Q3
$10M Buy
145,206
+5,643
+4% +$402K 4% 8
2021
Q2
$9.77M Buy
139,563
+13,167
+10% +$922K 3.98% 8
2021
Q1
$8.63M Buy
126,396
+30,314
+32% +$1.99M 3.75% 8
2020
Q4
$6.48M Buy
96,082
+1,164
+1% +$76.9K 3.35% 8
2020
Q3
$5.57M Buy
94,918
+422
+0.4% +$26.6K 3.23% 8
2020
Q2
$5.15M Sell
94,496
-43,052
-31% -$2.51M 3.32% 7
2020
Q1
$8.66M Hold
137,548
4.14% 7
2019
Q4
$8.66M Sell
137,548
-2,956
-2% -$182K 4.14% 7
2019
Q3
$8.63M Buy
140,504
+1,189
+0.9% +$71.5K 4.21% 7
2019
Q2
$8.09M Buy
139,315
+41,007
+42% +$2.35M 4.05% 7
2019
Q1
$5.52M Sell
98,308
-2,210
-2% -$118K 2.94% 9
2018
Q4
$5.1M Buy
100,518
+878
+0.9% +$47.6K 5.63% 6
2018
Q3
$5.37M Sell
99,640
-26,663
-21% -$1.43M 4.45% 7
2018
Q2
$6.51M Buy
126,303
+2,745
+2% +$139K 5.9% 7
2018
Q1
$6.5M Sell
123,558
-62,906
-34% -$3.47M 6.16% 6
2017
Q4
$10.6M Sell
186,464
-71,627
-28% -$3.94M 9.56% 4
2017
Q3
$13.9M Buy
258,091
+730
+0.3% +$40.1K 14.65% 1
2017
Q2
$14.1M Buy
257,361
+51,946
+25% +$2.89M 15.94% 1
2017
Q1
$11.2M Sell
205,415
-241
-0.1% -$13K 10.32% 3
2016
Q4
$10.6M Sell
205,656
-212
-0.1% -$11K 9.87% 3
2016
Q3
$11M Sell
205,868
-1,983
-1% -$108K 9.73% 4
2016
Q2
$11.5M Buy
207,851
+23,984
+13% +$1.28M 9.65% 4
2016
Q1
$9.76M Buy
183,867
+26,448
+17% +$1.34M 8.2% 5
2015
Q4
$7.95M Sell
157,419
-1,306
-0.8% -$64.9K 7.09% 7
2015
Q3
$7.49M Buy
158,725
+1,885
+1% +$91.6K 6.71% 7
2015
Q2
$7.47M Buy
156,840
+2,680
+2% +$131K 6.22% 8
2015
Q1
$7.51M Buy
154,160
+93,121
+153% +$4.57M 6.35% 7
2014
Q4
$2.96M Buy
+61,039
New +$2.89M 2.58% 9

Other funds holding XLP

Biltmore Wealth Management's XLP Position: Q1 2026 in Review

Biltmore Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.8% in Q1 2026, buying an estimated $292K and bringing the position to 194,440 shares worth $15.9M. The position accounts for 5.67% of the portfolio, ranked #7.

Biltmore Wealth Management first reported a position in XLP in Q4 2014 and has held it in 46 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Biltmore Wealth Management held 194,440 shares of State Street Consumer Staples Select Sector SPDR ETF worth $15.9M as of Q1 2026.
  • Biltmore Wealth Management bought 3,466 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $292K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 5.67% of Biltmore Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Biltmore Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.