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

Bogart Wealth 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	$1.57K	Hold	19	–	–	﹤0.01%	1522
2026 Q1	$1.54K	Hold	19	–	–	﹤0.01%	1332
2025 Q4	$1.45K	Hold	19	–	–	﹤0.01%	1237
2025 Q3	$1.45K	Buy	19 +1	+6%	+$81	﹤0.01%	1218
2025 Q2	$1.49K	Hold	18	–	–	﹤0.01%	1156
2025 Q1	$1.49K	Buy	+18	New	+$1.44K	﹤0.01%	1118
2023 Q3	–	Sell	-17,507	Closed	-$1.3M	–	1104
2023 Q2	$1.3M	Buy	17,507 +687	+4%	+$51.6K	0.08%	117
2023 Q1	$1.26M	Buy	16,820 +255	+2%	+$18.7K	0.08%	114
2022 Q4	$1.23M	Buy	16,565 +866	+6%	+$63.1K	0.09%	117
2022 Q3	$1.05M	Buy	15,699 +15,663	+43,508%	+$1.15M	0.09%	110
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	748
2022 Q1	$3K	Sell	36 -131	-78%	-$9.87K	﹤0.01%	650
2021 Q4	$13K	Hold	167	–	–	﹤0.01%	450
2021 Q3	$11K	Buy	+167	New	+$11.9K	﹤0.01%	456

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

Bogart Wealth LLC's XLP Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 19 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Bogart Wealth LLC first reported a position in XLP in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.3M in Q2 2023. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Bogart Wealth LLC held 19 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.57K as of Q2 2026.
Bogart Wealth LLC 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 Bogart Wealth LLC's portfolio in Q2 2026, its #1522 holding.
Bogart Wealth LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
Bogart Wealth LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.3M in Q2 2023.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.