Ethos Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Ethos Financial Group’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	$2.72M	Sell	32,781 -66	-0.2%	-$5.51K	0.18%	112
2026 Q1	$2.55M	Hold	32,847	–	–	0.19%	116
2025 Q4	$2.55M	Sell	32,847 -7	-0%	-$546	0.19%	114
2025 Q3	$2.57M	Sell	32,854 -898	-3%	-$72.5K	0.2%	107
2025 Q2	$2.73M	Buy	33,752 +4	+0%	+$325	0.24%	99
2025 Q1	$2.76M	Buy	+33,748	New	+$2.69M	0.26%	90

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ethos Financial Group's XLP Position: Q2 2026 in Review

Ethos Financial Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.2% in Q2 2026, selling an estimated $5.51K and leaving 32,781 shares worth $2.72M. The position accounts for 0.18% of the portfolio, ranked #112.

Ethos Financial Group first reported a position in XLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76M in Q1 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Ethos Financial Group held 32,781 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.72M as of Q2 2026.
Ethos Financial Group sold 66 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $5.51K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.18% of Ethos Financial Group's portfolio in Q2 2026, its #112 holding.
Ethos Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.76M in Q1 2025.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.