Concord Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Concord Wealth Partners’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	$24K	Buy	+289	New	+$24.1K	﹤0.01%	456
2026 Q1	–	Sell	-292	Closed	-$22.7K	–	805
2025 Q4	$22.7K	Buy	+292	New	+$22.8K	﹤0.01%	425
2025 Q1	–	Sell	-108	Closed	-$8.49K	–	988
2024 Q4	$8.49K	Hold	108	–	–	﹤0.01%	539
2024 Q3	$8.96K	Sell	108 -12	-10%	-$963	﹤0.01%	565
2024 Q2	$9.19K	Hold	120	–	–	﹤0.01%	516
2024 Q1	$9.16K	Hold	120	–	–	﹤0.01%	582
2023 Q4	$8.64K	Sell	120 -142	-54%	-$9.84K	﹤0.01%	583
2023 Q3	$18K	Hold	262	–	–	﹤0.01%	525
2023 Q2	$19.4K	Hold	262	–	–	﹤0.01%	509
2023 Q1	$19.6K	Sell	262 -129	-33%	-$9.44K	0.01%	496
2022 Q4	$29.1K	Buy	+391	New	+$28.5K	0.01%	469
2022 Q3	–	Sell	-262	Closed	-$19K	–	1184
2022 Q2	$19K	Hold	262	–	–	0.01%	557
2022 Q1	$20K	Hold	262	–	–	0.01%	635
2021 Q4	$20K	Hold	262	–	–	﹤0.01%	649
2021 Q3	$18K	Sell	262 -55	-17%	-$3.92K	0.01%	398
2021 Q2	$22K	Hold	317	–	–	0.01%	487
2021 Q1	$22K	Buy	317 +98	+45%	+$6.44K	0.01%	467
2020 Q4	$15K	Buy	+219	New	+$14.5K	0.01%	337

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concord Wealth Partners's XLP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 289 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XLP as recently as Q4 2025.

Concord Wealth Partners first reported a position in XLP in Q4 2020 and has held it in 18 quarters since. The position peaked at $29.1K in Q4 2022. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Concord Wealth Partners held 289 shares of State Street Consumer Staples Select Sector SPDR ETF worth $24K as of Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Concord Wealth Partners position in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #456 holding.
Concord Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
Concord Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $29.1K in Q4 2022.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.