Confluence Wealth Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$282K Sell
3,396
-38
-1% -$3.17K 0.01% 412
2026
Q1
$282K Sell
3,434
-95
-3% -$8K 0.01% 327
2025
Q4
$274K Hold
3,529
0.01% 331
2025
Q3
$277K Sell
3,529
-361
-9% -$29.2K 0.01% 324
2025
Q2
$315K Buy
3,890
+54
+1% +$4.38K 0.02% 301
2025
Q1
$314K Buy
+3,836
New +$306K 0.02% 284
2022
Q1
Sell
-586
Closed -$45K 1199
2021
Q4
$45K Buy
+586
New +$42.5K 0.01% 496

Other funds holding XLP

Confluence Wealth Services's XLP Position: Q2 2026 in Review

Confluence Wealth Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.1% in Q2 2026, selling an estimated $3.17K and leaving 3,396 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #412.

Confluence Wealth Services first reported a position in XLP in Q4 2021 and has held it in 7 quarters since. The position peaked at $315K in Q2 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Confluence Wealth Services held 3,396 shares of State Street Consumer Staples Select Sector SPDR ETF worth $282K as of Q2 2026.
  • Confluence Wealth Services sold 38 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $3.17K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #412 holding.
  • Confluence Wealth Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
  • Confluence Wealth Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $315K in Q2 2025.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.