Fingerlakes Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Fingerlakes Wealth 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 Q3	–	Sell	-2,420	Closed	-$201K	–	103
2026 Q2	$201K	Buy	+2,420	New	+$202K	0.11%	99
2025 Q3	–	Sell	-2,754	Closed	-$223K	–	101
2025 Q2	$223K	Sell	2,754 -75	-3%	-$6.08K	0.17%	81
2025 Q1	$231K	Buy	+2,829	New	+$226K	0.2%	80
2022 Q2	–	Sell	-2,712	Closed	-$206K	–	98
2022 Q1	$206K	Buy	2,712 +15	+0.6%	+$1.13K	0.24%	94
2021 Q4	$210K	Buy	+2,697	New	+$195K	0.24%	89

Other funds holding XLP

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Trust Asset Management Houston, Texas $1.64B AUM 22.7% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fingerlakes Wealth Management's XLP Position: Q3 2026 in Review

Fingerlakes Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2026, closing a stake of 2,420 shares — an estimated $201K sold.

Fingerlakes Wealth Management first reported a position in XLP in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q1 2025. 678 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Fingerlakes Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Fingerlakes Wealth Management sold 2,420 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $201K.
Fingerlakes Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Fingerlakes Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $231K in Q1 2025.
678 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.