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Blue Zone Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Blue Zone Wealth 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 		$850K Buy
+10,233
New +$855K 0.15% 65

Other funds holding XLP

GC
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
IA
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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Blue Zone Wealth Advisors's XLP Position: Q2 2026 in Review

Blue Zone Wealth Advisors opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 10,233 shares worth $850K. The stake represents 0.15% of the portfolio and ranks #65 among its holdings.

209 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Blue Zone Wealth Advisors held 10,233 shares of State Street Consumer Staples Select Sector SPDR ETF worth $850K as of Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Blue Zone Wealth Advisors position in Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.15% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • 209 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.