Encompass More Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Encompass More Asset Management’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	$313K	Buy	3,769 +1,543	+69%	+$129K	0.05%	214
2026 Q1	$183K	Sell	2,226 -10,147	-82%	-$855K	0.03%	235
2025 Q4	$961K	Buy	12,373 +2,370	+24%	+$185K	0.18%	104
2025 Q3	$784K	Sell	10,003 -4,126	-29%	-$333K	0.15%	109
2025 Q2	$1.14M	Sell	14,129 -8,390	-37%	-$681K	0.27%	78
2025 Q1	$1.84M	Buy	22,519 +16,152	+254%	+$1.29M	0.55%	53
2024 Q4	$501K	Sell	6,367 -7,317	-53%	-$594K	0.17%	112
2024 Q3	$1.14M	Buy	13,684 +4,577	+50%	+$367K	0.43%	59
2024 Q2	$697K	Sell	9,107 -1,139	-11%	-$86.9K	0.5%	45
2024 Q1	$782K	Buy	10,246 +3,648	+55%	+$270K	0.65%	34
2023 Q4	$475K	Buy	+6,598	New	+$457K	0.53%	53

Other funds holding XLP

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

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

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return