Dynamic Advisor Solutions’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Dynamic Advisor Solutions’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	$2.21M	Sell	26,602 -262	-1%	-$21.9K	0.06%	313
2026 Q1	$2.2M	Sell	26,864 -232	-0.9%	-$19.5K	0.07%	289
2025 Q4	$2.1M	Sell	27,096 -8,589	-24%	-$670K	0.07%	284
2025 Q3	$2.8M	Sell	35,685 -37,468	-51%	-$3.03M	0.08%	246
2025 Q2	$5.92M	Buy	73,153 +4,683	+7%	+$380K	0.18%	134
2025 Q1	$5.59M	Buy	+68,470	New	+$5.46M	0.18%	131
2024 Q4	–	Sell	-69,454	Closed	-$5.76M	–	941
2024 Q3	$5.76M	Buy	69,454 +4,016	+6%	+$322K	0.17%	147
2024 Q2	$5.01M	Buy	65,438 +691	+1%	+$52.7K	0.16%	162
2024 Q1	$4.94M	Sell	64,747 -2,940	-4%	-$217K	0.17%	165
2023 Q4	$4.87M	Sell	67,687 -8,410	-11%	-$583K	0.18%	164
2023 Q3	$5.24M	Sell	76,097 -4,845	-6%	-$355K	0.25%	111
2023 Q2	$6M	Buy	80,942 +15,302	+23%	+$1.15M	0.31%	84
2023 Q1	$4.9M	Sell	65,640 -12,215	-16%	-$894K	0.29%	91
2022 Q4	$5.8M	Buy	77,855 +7,229	+10%	+$527K	0.4%	57
2022 Q3	$4.71M	Buy	70,626 +2,814	+4%	+$206K	0.36%	60
2022 Q2	$4.89M	Sell	67,812 -42,763	-39%	-$3.21M	0.38%	61
2022 Q1	$8.39M	Buy	110,575 +43,979	+66%	+$3.31M	0.58%	32
2021 Q4	$5.13M	Buy	66,596 +39,069	+142%	+$2.83M	0.37%	61
2021 Q3	$1.9M	Sell	27,527 -2,131	-7%	-$152K	0.14%	178
2021 Q2	$2.08M	Buy	29,658 +4,152	+16%	+$291K	0.16%	151
2021 Q1	$1.74M	Sell	25,506 -1,056	-4%	-$69.4K	0.16%	157
2020 Q4	$1.79M	Sell	26,562 -4,675	-15%	-$309K	0.17%	151
2020 Q3	$2M	Sell	31,237 -47,903	-61%	-$3.03M	0.23%	117
2020 Q2	$4.64M	Buy	+79,140	New	+$4.62M	0.63%	26
2019 Q4	–	Sell	-55,595	Closed	-$3.42M	–	614
2019 Q3	$3.42M	Buy	55,595 +13,380	+32%	+$804K	0.53%	46
2019 Q2	$2.45M	Buy	+42,215	New	+$2.42M	0.39%	70
2017 Q3	–	Sell	-6,359	Closed	-$349K	–	233
2017 Q2	$349K	Sell	6,359 -17	-0.3%	-$945	0.14%	169
2017 Q1	$348K	Buy	6,376 +21	+0.3%	+$1.13K	0.14%	166
2016 Q4	$329K	Sell	6,355 -1,289	-17%	-$66.8K	0.13%	170
2016 Q3	$407K	Buy	7,644 +1,566	+26%	+$85.3K	0.15%	162
2016 Q2	$335K	Buy	6,078 +13	+0.2%	+$691	0.14%	158
2016 Q1	$322K	Buy	6,065 +11	+0.2%	+$559	0.14%	162
2015 Q4	$306K	Sell	6,054 -1,408	-19%	-$70K	0.13%	178
2015 Q3	$352K	Sell	7,462 -49	-0.7%	-$2.38K	0.18%	128
2015 Q2	$358K	Buy	7,511 +14	+0.2%	+$684	0.21%	112
2015 Q1	$365K	Buy	7,497 +138	+2%	+$6.78K	0.18%	142
2014 Q4	$357K	Buy	7,359 +292	+4%	+$13.8K	0.19%	139
2014 Q3	$319K	Sell	7,067 -685	-9%	-$30.7K	0.17%	141
2014 Q2	$346K	Sell	7,752 -769	-9%	-$34K	0.21%	140
2014 Q1	$367K	Sell	8,521 -8,556	-50%	-$359K	0.25%	137
2013 Q4	$734K	Buy	+17,077	New	+$720K	0.54%	57

Other funds holding XLP

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Dynamic Advisor Solutions's XLP Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.98% in Q2 2026, selling an estimated $21.9K and leaving 26,602 shares worth $2.21M. The position accounts for 0.06% of the portfolio, ranked #313.

Dynamic Advisor Solutions first reported a position in XLP in Q4 2013 and has held it in 41 quarters since. The position peaked at $8.39M in Q1 2022. 191 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Dynamic Advisor Solutions held 26,602 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.21M as of Q2 2026.
Dynamic Advisor Solutions sold 262 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $21.9K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #313 holding.
Dynamic Advisor Solutions first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and has held it in 41 quarters since.
Dynamic Advisor Solutions's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.39M in Q1 2022.
191 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.