Conservest Capital Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Conservest Capital Advisors’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	$37.4M	Sell	450,415 -24,670	-5%	-$2.06M	2.98%	8
2026 Q1	$38.9M	Sell	475,085 -152,178	-24%	-$12.8M	3.53%	8
2025 Q4	$48.7M	Sell	627,263 -12,304	-2%	-$960K	4.39%	7
2025 Q3	$50.1M	Buy	639,567 +1,917	+0.3%	+$155K	4.64%	7
2025 Q2	$51.6M	Sell	637,650 -8,420	-1%	-$683K	5.1%	6
2025 Q1	$52.8M	Buy	646,070 +1,734	+0.3%	+$138K	5.54%	6
2024 Q4	$50.7M	Sell	644,336 -13,787	-2%	-$1.12M	5.23%	5
2024 Q3	$50.3M	Buy	658,123 +19,893	+3%	+$1.6M	5.15%	5
2024 Q2	$48.7M	Sell	638,230 -24,818	-4%	-$1.89M	5.26%	5
2024 Q1	$50.6M	Sell	663,048 -5,740	-0.9%	-$424K	5.17%	5
2023 Q4	$48.2M	Sell	668,788 -16,819	-2%	-$1.17M	5.12%	5
2023 Q3	$47.2M	Buy	685,607 +6,515	+1%	+$477K	5.69%	5
2023 Q2	$50.4M	Buy	679,092 +17,449	+3%	+$1.31M	5.83%	5
2023 Q1	$49.4M	Buy	661,643 +15,508	+2%	+$1.13M	5.89%	5
2022 Q4	$48.2M	Buy	+646,135	New	+$47.1M	6.11%	5
2022 Q3	–	Sell	-640,384	Closed	-$46.9M	–	5
2022 Q2	$46.2M	Sell	640,384 -17,633	-3%	-$1.32M	5.75%	6
2022 Q1	$49.9M	Sell	658,017 -2,901	-0.4%	-$219K	5.53%	7
2021 Q4	$51M	Sell	660,918 -25,307	-4%	-$1.83M	5.46%	7
2021 Q3	$47.2M	Sell	686,225 -5,191	-0.8%	-$370K	5.32%	7
2021 Q2	$48.4M	Buy	691,416 +5,373	+0.8%	+$376K	5.46%	7
2021 Q1	$46.9M	Buy	686,043 +14,910	+2%	+$980K	5.38%	7
2020 Q4	$45.3M	Buy	671,133 +21,992	+3%	+$1.45M	5.43%	8
2020 Q3	$41.6M	Buy	649,141 +17,818	+3%	+$1.13M	5.6%	7
2020 Q2	$37M	Sell	631,323 -555	-0.1%	-$32.4K	5.3%	8
2020 Q1	$34.4M	Buy	631,878 +12,070	+2%	+$733K	5.7%	7
2019 Q4	$39M	Buy	619,808 +31,565	+5%	+$1.94M	5.1%	7
2019 Q3	$36.1M	Sell	588,243 -10,729	-2%	-$645K	5.24%	6
2019 Q2	$34.8M	Sell	598,972 -15,579	-3%	-$892K	5.1%	6
2019 Q1	$34.5M	Buy	614,551 +7,529	+1%	+$403K	5.17%	6
2018 Q4	$30.8M	Buy	607,022 +1,085	+0.2%	+$58.9K	5.08%	6
2018 Q3	$32.7M	Buy	605,937 +9,207	+2%	+$494K	4.79%	6
2018 Q2	$30.8M	Sell	596,730 -27,335	-4%	-$1.39M	4.77%	6
2018 Q1	$32.8M	Buy	624,065 +16,852	+3%	+$928K	7.15%	4
2017 Q4	$34.5M	Buy	607,213 +3,134	+0.5%	+$172K	6.87%	4
2017 Q3	$32.6M	Buy	604,079 +14,011	+2%	+$770K	5.17%	5
2017 Q2	$32.4M	Buy	590,068 +432	+0.1%	+$24K	6.88%	5
2017 Q1	$32.2M	Buy	+589,636	New	+$31.7M	6.83%	4

Other funds holding XLP

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Conservest Capital Advisors's XLP Position: Q2 2026 in Review

Conservest Capital Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.2% in Q2 2026, selling an estimated $2.06M and leaving 450,415 shares worth $37.4M. The position accounts for 2.98% of the portfolio, ranked #8.

Conservest Capital Advisors first reported a position in XLP in Q1 2017 and has held it in 37 quarters since. The position peaked at $52.8M in Q1 2025. 570 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Conservest Capital Advisors held 450,415 shares of State Street Consumer Staples Select Sector SPDR ETF worth $37.4M as of Q2 2026.
Conservest Capital Advisors sold 24,670 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2.06M.
State Street Consumer Staples Select Sector SPDR ETF made up 2.98% of Conservest Capital Advisors's portfolio in Q2 2026, its #8 holding.
Conservest Capital Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
Conservest Capital Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $52.8M in Q1 2025.
570 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.