Circle Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Circle Wealth Management's XLP Position: Q2 2026 in Review
Circle Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.1% in Q2 2026, buying an estimated $83.9K and bringing the position to 88,505 shares worth $7.35M. The position accounts for 0.09% of the portfolio, ranked #49.
Circle Wealth Management first reported a position in XLP in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.62M in Q4 2021. 1,240 funds tracked by Wall St. Rank hold XLP as of Q2 2026.
- Circle Wealth Management held 88,505 shares of State Street Consumer Staples Select Sector SPDR ETF worth $7.35M as of Q2 2026.
- Circle Wealth Management bought 1,004 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $83.9K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of Circle Wealth Management's portfolio in Q2 2026, its #49 holding.
- Circle Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
- Circle Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.62M in Q4 2021.
- 1,240 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.
Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.