Broadwater Capital’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Broadwater Capital’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	$1.83K	Hold	22	–	–	﹤0.01%	194
2026 Q1	$1.71K	Hold	22	–	–	﹤0.01%	196
2025 Q4	$1.71K	Hold	22	–	–	﹤0.01%	196
2025 Q3	$1.72K	Sell	22 -1,759	-99%	-$142K	﹤0.01%	199
2025 Q2	$1.78M	Buy	1,781 +1,759	+7,995%	+$143K	﹤0.01%	203
2025 Q1	$1.8K	Hold	22	–	–	﹤0.01%	200
2024 Q4	$1.73K	Hold	22	–	–	﹤0.01%	206
2024 Q3	$1.83K	Hold	22	–	–	﹤0.01%	212
2024 Q2	$1.69K	Hold	22	–	–	﹤0.01%	213
2024 Q1	$1.68K	Hold	22	–	–	﹤0.01%	210
2023 Q4	$1.58K	Buy	+22	New	+$1.52K	﹤0.01%	208

Other funds holding XLP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Broadwater Capital's XLP Position: Q2 2026 in Review

Broadwater Capital held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 22 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Broadwater Capital first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q2 2025. 717 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Broadwater Capital held 22 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.83K as of Q2 2026.
Broadwater Capital 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 Broadwater Capital's portfolio in Q2 2026, its #194 holding.
Broadwater Capital first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.78M in Q2 2025.
717 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.