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Clayton Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Clayton Financial Group’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 		– Sell
-789
Closed -$64.7K – 582
2026
Q1 		$64.7K Sell
789
-34
-4% -$2.86K 0.03% 129
2025
Q4 		$63.9K Buy
823
+723
+723% +$56.4K 0.03% 135
2025
Q3 		$7.84K Buy
+100
New +$8.08K 0.01% 148

Other funds holding XLP

GC
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CF
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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

Clayton Financial Group's XLP Position: Q2 2026 in Review

Clayton Financial Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 789 shares — an estimated $64.7K sold.

Clayton Financial Group first reported a position in XLP in Q3 2025 and held it in 3 quarters. The position peaked at $64.7K in Q1 2026. 266 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Clayton Financial Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 789 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $64.7K.
  • Clayton Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $64.7K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.