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

Capital Advisors Wealth Management’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	$5.54M	Buy	66,691 +2,828	+4%	+$236K	0.65%	37
2026 Q1	$5.24M	Sell	63,863 -9	-0%	-$758	0.7%	38
2025 Q4	$4.96M	Sell	63,872 -872	-1%	-$68.1K	0.68%	38
2025 Q3	$5.07M	Buy	64,744 +26,227	+68%	+$2.12M	0.72%	36
2025 Q2	$3.12M	Sell	38,517 -549	-1%	-$44.5K	0.49%	47
2025 Q1	$3.19M	Buy	39,066 +2,594	+7%	+$207K	0.56%	43
2024 Q4	$2.87M	Buy	36,472 +1,317	+4%	+$107K	0.51%	42
2024 Q3	$2.92M	Buy	+35,155	New	+$2.82M	0.54%	40

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

Capital Advisors Wealth Management's XLP Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.4% in Q2 2026, buying an estimated $236K and bringing the position to 66,691 shares worth $5.54M. The position accounts for 0.65% of the portfolio, ranked #37.

Capital Advisors Wealth Management first reported a position in XLP in Q3 2024 and has held it in 8 quarters since. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Capital Advisors Wealth Management held 66,691 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.54M as of Q2 2026.
Capital Advisors Wealth Management bought 2,828 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $236K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.65% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #37 holding.
Capital Advisors Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.