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

Carolina 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	$4.31M	Buy	51,892 +3,766	+8%	+$315K	1.69%	17
2026 Q1	$3.95M	Buy	48,126 +14,600	+44%	+$1.23M	1.64%	18
2025 Q4	$2.6M	Buy	33,526 +1,287	+4%	+$100K	1.16%	26
2025 Q3	$2.53M	Buy	32,239 +31,870	+8,637%	+$2.57M	1.09%	26
2025 Q2	$29.9K	Buy	+369	New	+$29.9K	0.01%	106

Other funds holding XLP

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

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

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

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

Carolina Wealth Advisors's XLP Position: Q2 2026 in Review

Carolina Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 7.8% in Q2 2026, buying an estimated $315K and bringing the position to 51,892 shares worth $4.31M. The position accounts for 1.69% of the portfolio, ranked #17.

Carolina Wealth Advisors first reported a position in XLP in Q2 2025 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Carolina Wealth Advisors held 51,892 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.31M as of Q2 2026.
Carolina Wealth Advisors bought 3,766 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $315K.
State Street Consumer Staples Select Sector SPDR ETF made up 1.69% of Carolina Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Carolina Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
209 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.