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Commonwealth Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Commonwealth Financial Services’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 		$218K Sell
2,624
-151
-5% -$12.6K 0.03% 277
2026
Q1 		$228K Buy
2,775
+5
+0.2% +$421 0.04% 238
2025
Q4 		$215K Sell
2,770
-47
-2% -$3.67K 0.04% 216
2025
Q3 		$221K Buy
2,817
+10
+0.4% +$808 0.04% 206
2025
Q2 		$227K Sell
2,807
-151
-5% -$12.3K 0.04% 188
2025
Q1 		$242K Sell
2,958
-7
-0.2% -$559 0.05% 171
2024
Q4 		$233K Buy
2,965
+7
+0.2% +$568 0.05% 174
2024
Q3 		$245K Buy
2,958
+25
+0.9% +$2.01K 0.05% 172
2024
Q2 		$227K Buy
2,933
+125
+4% +$9.54K 0.05% 172
2024
Q1 		$202K Hold
2,808
– – 0.05% 176
2023
Q4 		$202K Buy
+2,808
New +$195K 0.05% 176

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
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
IA
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Commonwealth Financial Services's XLP Position: Q2 2026 in Review

Commonwealth Financial Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.4% in Q2 2026, selling an estimated $12.6K and leaving 2,624 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #277.

Commonwealth Financial Services first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $245K in Q3 2024. 235 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Commonwealth Financial Services held 2,624 shares of State Street Consumer Staples Select Sector SPDR ETF worth $218K as of Q2 2026.
  • Commonwealth Financial Services sold 151 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $12.6K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #277 holding.
  • Commonwealth Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Commonwealth Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $245K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.