Fortis Group Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Fortis Group Advisors’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	$2.49M	Buy	30,028 +25,576	+574%	+$2.14M	0.4%	67
2026 Q1	$375K	Sell	4,452 -6,034	-58%	-$508K	0.06%	205
2025 Q4	$876K	Buy	10,486 +7,096	+209%	+$554K	0.15%	156
2025 Q3	$259K	Sell	3,390 -43,885	-93%	-$3.55M	0.04%	208
2025 Q2	$3.77M	Sell	47,275 -49,499	-51%	-$4.02M	0.69%	39
2025 Q1	$7.9M	Buy	96,774 +67,660	+232%	+$5.4M	1.53%	11
2024 Q4	$2.29M	Sell	29,114 -61,855	-68%	-$5.02M	0.43%	61
2024 Q3	$7.55M	Buy	90,969 +88,231	+3,222%	+$7.08M	1.4%	24
2024 Q2	$210K	Sell	2,738 -50,709	-95%	-$3.87M	0.04%	176
2024 Q1	$4.08M	Buy	53,447 +33,516	+168%	+$2.48M	0.75%	41
2023 Q4	$1.49M	Buy	19,931 +30	+0.2%	+$2.08K	0.37%	38
2023 Q3	$1.49M	Sell	19,901 -9,601	-33%	-$703K	0.46%	32
2023 Q2	$2.19M	Buy	29,502 +3,594	+14%	+$270K	0.58%	37
2023 Q1	$2.01M	Buy	+25,908	New	+$1.9M	0.61%	32
2020 Q3	$1.89M	Buy	+29,442	New	+$1.86M	0.37%	36

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

Fortis Group Advisors's XLP Position: Q2 2026 in Review

Fortis Group Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 574% in Q2 2026, buying an estimated $2.14M and bringing the position to 30,028 shares worth $2.49M. The position accounts for 0.4% of the portfolio, ranked #67.

Fortis Group Advisors first reported a position in XLP in Q3 2020 and has held it in 15 quarters since. The position peaked at $7.9M in Q1 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Fortis Group Advisors held 30,028 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.49M as of Q2 2026.
Fortis Group Advisors bought 25,576 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2.14M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.4% of Fortis Group Advisors's portfolio in Q2 2026, its #67 holding.
Fortis Group Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.9M 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 Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.