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

Frisch Financial Group’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	$212K	Sell	2,547 -205	-7%	-$17.1K	0.04%	175
2026 Q1	$226K	Sell	2,752 -58	-2%	-$4.88K	0.05%	158
2025 Q4	$218K	Buy	2,810 +11	+0.4%	+$859	0.05%	151
2025 Q3	$219K	Buy	2,799 +110	+4%	+$8.89K	0.05%	139
2025 Q2	$218K	Buy	2,689 +118	+5%	+$9.57K	0.05%	136
2025 Q1	$210K	Buy	+2,571	New	+$205K	0.06%	121
2023 Q2	–	Sell	-3,676	Closed	-$275K	–	131
2023 Q1	$275K	Sell	3,676 -189	-5%	-$13.8K	0.11%	98
2022 Q4	$288K	Buy	3,865 +25	+0.7%	+$1.82K	0.11%	102
2022 Q3	$256K	Buy	3,840 +22	+0.6%	+$1.61K	0.11%	93
2022 Q2	$276K	Buy	3,818 +24	+0.6%	+$1.8K	0.11%	97
2022 Q1	$288K	Sell	3,794 -1,340	-26%	-$101K	0.09%	116
2021 Q4	$387K	Buy	5,134 +427	+9%	+$30.9K	0.12%	100
2021 Q3	$324K	Sell	4,707 -376	-7%	-$26.8K	0.11%	107
2021 Q2	$356K	Sell	5,083 -444	-8%	-$31.1K	0.11%	99
2021 Q1	$378K	Buy	5,527 +23	+0.4%	+$1.51K	0.13%	91
2020 Q4	$371K	Buy	5,504 +36	+0.7%	+$2.38K	0.14%	80
2020 Q3	$351K	Buy	5,468 +625	+13%	+$39.5K	0.15%	71
2020 Q2	$284K	Buy	4,843 +34	+0.7%	+$1.98K	0.13%	72
2020 Q1	$262K	Sell	4,809 -535	-10%	-$32.5K	0.15%	78
2019 Q4	$337K	Buy	5,344 +75	+1%	+$4.62K	0.16%	75
2019 Q3	$324K	Buy	5,269 +1,206	+30%	+$72.5K	0.2%	67
2019 Q2	$236K	Buy	4,063 +28	+0.7%	+$1.6K	0.16%	88
2019 Q1	$227K	Sell	4,035 -380	-9%	-$20.3K	0.14%	94
2018 Q4	$224K	Buy	+4,415	New	+$240K	0.16%	86

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

Frisch Financial Group's XLP Position: Q2 2026 in Review

Frisch Financial Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 7.4% in Q2 2026, selling an estimated $17.1K and leaving 2,547 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #175.

Frisch Financial Group first reported a position in XLP in Q4 2018 and has held it in 24 quarters since. The position peaked at $387K in Q4 2021. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Frisch Financial Group held 2,547 shares of State Street Consumer Staples Select Sector SPDR ETF worth $212K as of Q2 2026.
Frisch Financial Group sold 205 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $17.1K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Frisch Financial Group's portfolio in Q2 2026, its #175 holding.
Frisch Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
Frisch Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $387K in Q4 2021.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.