Fiduciary Alliance’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Fiduciary Alliance’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	$443K	Sell	5,497 -690	-11%	-$58.3K	0.03%	337
2026 Q2	$514K	Sell	6,187 -135	-2%	-$11.3K	0.03%	361
2026 Q1	$512K	Sell	6,322 -65	-1%	-$5.47K	0.03%	369
2025 Q4	$496K	Buy	6,387 +109	+2%	+$8.51K	0.03%	345
2025 Q3	$492K	Sell	6,278 -1,120	-15%	-$90.5K	0.03%	346
2025 Q2	$599K	Buy	7,398 +4,641	+168%	+$377K	0.04%	301
2025 Q1	$225K	Buy	+2,757	New	+$220K	0.02%	354
2023 Q3	–	Sell	-300	Closed	-$22.3K	–	964
2023 Q2	$22.3K	Buy	+300	New	+$22.5K	﹤0.01%	428

Other funds holding XLP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BWM

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PCM

Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return

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

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Fiduciary Alliance's XLP Position: Q3 2026 in Review

Fiduciary Alliance reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 11% in Q3 2026, selling an estimated $58.3K and leaving 5,497 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #337.

Fiduciary Alliance first reported a position in XLP in Q2 2023 and has held it in 8 quarters since. The position peaked at $599K in Q2 2025. 275 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Fiduciary Alliance held 5,497 shares of State Street Consumer Staples Select Sector SPDR ETF worth $443K as of Q3 2026.
Fiduciary Alliance sold 690 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $58.3K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #337 holding.
Fiduciary Alliance first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2023 and has held it in 8 quarters since.
Fiduciary Alliance's State Street Consumer Staples Select Sector SPDR ETF position peaked at $599K in Q2 2025.
275 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.