Fourth Dimension Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Fourth Dimension Wealth’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	$2.11M	Buy	25,386 +1,251	+5%	+$104K	0.67%	40
2026 Q1	$1.98M	Buy	24,135 +1,664	+7%	+$140K	0.75%	35
2025 Q4	$1.75M	Buy	22,471 +820	+4%	+$64K	0.64%	40
2025 Q3	$1.7M	Buy	21,651 +1,088	+5%	+$87.9K	0.65%	40
2025 Q2	$1.67M	Buy	20,563 +1,715	+9%	+$139K	0.7%	40
2025 Q1	$1.54M	Sell	18,848 -4,675	-20%	-$373K	0.74%	37
2024 Q4	$1.85M	Buy	+23,523	New	+$1.91M	0.96%	27

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

Fourth Dimension Wealth's XLP Position: Q2 2026 in Review

Fourth Dimension Wealth increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.2% in Q2 2026, buying an estimated $104K and bringing the position to 25,386 shares worth $2.11M. The position accounts for 0.67% of the portfolio, ranked #40.

Fourth Dimension Wealth first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. 1,242 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Fourth Dimension Wealth held 25,386 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.11M as of Q2 2026.
Fourth Dimension Wealth bought 1,251 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $104K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.67% of Fourth Dimension Wealth's portfolio in Q2 2026, its #40 holding.
Fourth Dimension Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,242 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.