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

Elevation 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 Q3	$6.85K	Hold	85	–	–	﹤0.01%	1024
2026 Q2	$7.06K	Hold	85	–	–	﹤0.01%	929
2026 Q1	$6.97K	Hold	85	–	–	﹤0.01%	604
2025 Q4	$6.6K	Hold	85	–	–	﹤0.01%	568
2025 Q3	$6.66K	Hold	85	–	–	﹤0.01%	440
2025 Q2	$6.88K	Hold	85	–	–	﹤0.01%	389
2025 Q1	$6.94K	Hold	85	–	–	﹤0.01%	390
2024 Q4	$6.68K	Buy	+85	New	+$6.9K	﹤0.01%	395

Other funds holding XLP

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Elevation Wealth Partners's XLP Position: Q3 2026 in Review

Elevation Wealth Partners held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2026 at 85 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Elevation Wealth Partners first reported a position in XLP in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.06K in Q2 2026. 57 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Elevation Wealth Partners held 85 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.85K as of Q3 2026.
Elevation Wealth Partners left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1024 holding.
Elevation Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.06K in Q2 2026.
57 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.