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

Financial Perspectives’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	$147K	Hold	1,764	–	–	0.04%	211
2026 Q1	$145K	Hold	1,764	–	–	0.04%	197
2025 Q4	$137K	Hold	1,764	–	–	0.04%	203
2025 Q3	$138K	Hold	1,764	–	–	0.04%	201
2025 Q2	$143K	Hold	1,764	–	–	0.04%	182
2025 Q1	$144K	Hold	1,764	–	–	0.05%	171
2024 Q4	$139K	Hold	1,764	–	–	0.05%	175
2024 Q3	$146K	Buy	1,764 +74	+4%	+$5.94K	0.05%	168
2024 Q2	$129K	Hold	1,690	–	–	0.05%	175
2024 Q1	$129K	Hold	1,690	–	–	0.05%	176
2023 Q4	$122K	Sell	1,690 -1,070	-39%	-$74.1K	0.05%	178
2023 Q3	$190K	Hold	2,760	–	–	0.09%	133
2023 Q2	$205K	Hold	2,760	–	–	0.09%	129
2023 Q1	$206K	Hold	2,760	–	–	0.1%	119
2022 Q4	$206K	Hold	2,760	–	–	0.11%	117
2022 Q3	$184K	Hold	2,760	–	–	0.1%	123
2022 Q2	$199K	Hold	2,760	–	–	0.11%	116
2022 Q1	$209K	Hold	2,760	–	–	0.1%	127
2021 Q4	$213K	Hold	2,760	–	–	0.1%	119
2021 Q3	$190K	Hold	2,760	–	–	0.1%	124
2021 Q2	$193K	Sell	2,760 -185,750	-99%	-$13M	0.09%	127
2021 Q1	$2.76M	Buy	188,510 +185,750	+6,730%	+$12.2M	0.14%	120
2020 Q4	$186K	Sell	2,760 -1,016	-27%	-$67.1K	0.11%	122
2020 Q3	$242K	Buy	3,776 +10	+0.3%	+$631	0.16%	88
2020 Q2	$221K	Buy	3,766 +14	+0.4%	+$817	0.16%	77
2020 Q1	$204K	Buy	3,752 +9	+0.2%	+$546	0.17%	73
2019 Q4	$236K	Buy	+3,743	New	+$231K	0.16%	75

Other funds holding XLP

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Financial Perspectives's XLP Position: Q2 2026 in Review

Financial Perspectives held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 1,764 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #211.

Financial Perspectives first reported a position in XLP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.76M in Q1 2021. 542 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Financial Perspectives held 1,764 shares of State Street Consumer Staples Select Sector SPDR ETF worth $147K as of Q2 2026.
Financial Perspectives left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #211 holding.
Financial Perspectives first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.76M in Q1 2021.
542 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.