Certified Advisory Corp’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Certified Advisory Corp’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	$353K	Sell	4,251 -498	-10%	-$41.6K	0.03%	258
2026 Q1	$389K	Buy	4,749 +170	+4%	+$14.3K	0.03%	237
2025 Q4	$356K	Buy	4,579 +15	+0.3%	+$1.17K	0.03%	245
2025 Q3	$358K	Buy	4,564 +133	+3%	+$10.7K	0.03%	242
2025 Q2	$359K	Sell	4,431 -30	-0.7%	-$2.43K	0.04%	236
2025 Q1	$364K	Sell	4,461 -74	-2%	-$5.91K	0.04%	220
2024 Q4	$357K	Sell	4,535 -54	-1%	-$4.38K	0.04%	230
2024 Q3	$381K	Sell	4,589 -292	-6%	-$23.4K	0.04%	225
2024 Q2	$374K	Sell	4,881 -392	-7%	-$29.9K	0.05%	208
2024 Q1	$403K	Buy	5,273 +9	+0.2%	+$666	0.06%	190
2023 Q4	$379K	Buy	5,264 +293	+6%	+$20.3K	0.06%	192
2023 Q3	$342K	Buy	4,971 +177	+4%	+$13K	0.06%	173
2023 Q2	$356K	Buy	4,794 +168	+4%	+$12.6K	0.07%	173
2023 Q1	$346K	Buy	4,626 +86	+2%	+$6.29K	0.06%	183
2022 Q4	$338K	Sell	4,540 -31	-0.7%	-$2.26K	0.07%	180
2022 Q3	$305K	Sell	4,571 -78	-2%	-$5.71K	0.07%	177
2022 Q2	$336K	Buy	4,649 +515	+12%	+$38.7K	0.07%	167
2022 Q1	$314K	Sell	4,134 -139	-3%	-$10.5K	0.07%	183
2021 Q4	$330K	Sell	4,273 -144	-3%	-$10.4K	0.07%	184
2021 Q3	$304K	Buy	4,417 +8	+0.2%	+$570	0.07%	177
2021 Q2	$309K	Sell	4,409 -53	-1%	-$3.71K	0.08%	176
2021 Q1	$305K	Buy	+4,462	New	+$293K	0.08%	168
2020 Q2	$294K	Buy	5,021 +176	+4%	+$10.3K	0.1%	156
2020 Q1	$264K	Buy	4,845 +6	+0.1%	+$364	0.1%	152
2019 Q4	$305K	Sell	4,839 -68	-1%	-$4.19K	0.1%	159
2019 Q3	$301K	Sell	4,907 -78	-2%	-$4.69K	0.1%	155
2019 Q2	$289K	Buy	4,985 +282	+6%	+$16.1K	0.11%	148
2019 Q1	$264K	Buy	4,703 +7	+0.1%	+$374	0.11%	145
2018 Q4	$238K	Buy	4,696 +1,155	+33%	+$62.7K	0.12%	134
2018 Q3	$191K	Buy	3,541 +4	+0.1%	+$215	0.09%	154
2018 Q2	$182K	Sell	3,537 -206	-6%	-$10.5K	0.1%	148
2018 Q1	$197K	Buy	3,743 +2,681	+252%	+$148K	0.12%	141
2017 Q4	$60K	Buy	+1,062	New	+$58.4K	0.04%	210

Other funds holding XLP

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Certified Advisory Corp's XLP Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 10% in Q2 2026, selling an estimated $41.6K and leaving 4,251 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #258.

Certified Advisory Corp first reported a position in XLP in Q4 2017 and has held it in 33 quarters since. The position peaked at $403K in Q1 2024. 411 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Certified Advisory Corp held 4,251 shares of State Street Consumer Staples Select Sector SPDR ETF worth $353K as of Q2 2026.
Certified Advisory Corp sold 498 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $41.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #258 holding.
Certified Advisory Corp first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's State Street Consumer Staples Select Sector SPDR ETF position peaked at $403K in Q1 2024.
411 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.