Fulcrum Equity Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Fulcrum Equity 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 Q2	–	Sell	-10,783	Closed	-$884K	–	163
2026 Q1	$884K	Buy	+10,783	New	+$908K	0.85%	25
2025 Q3	–	Sell	-15,432	Closed	-$1.25M	–	125
2025 Q2	$1.25M	Buy	15,432 +6,463	+72%	+$524K	1.28%	17
2025 Q1	$732K	Buy	+8,969	New	+$716K	0.8%	35
2024 Q4	–	Sell	-7,422	Closed	-$616K	–	160
2024 Q3	$616K	Buy	+7,422	New	+$596K	0.52%	60
2024 Q1	–	Sell	-5,063	Closed	-$365K	–	117
2023 Q4	$365K	Sell	5,063 -1,293	-20%	-$89.6K	0.45%	58
2023 Q3	$437K	Sell	6,356 -6,105	-49%	-$447K	0.51%	52
2023 Q2	$924K	Buy	12,461 +3,703	+42%	+$278K	1.07%	29
2023 Q1	$654K	Sell	8,758 -2,140	-20%	-$157K	0.61%	48
2022 Q4	$812K	Sell	10,898 -188	-2%	-$13.7K	0.67%	38
2022 Q3	$740K	Sell	11,086 -36	-0.3%	-$2.64K	0.63%	38
2022 Q2	$803K	Sell	11,122 -1,506	-12%	-$113K	0.65%	35
2022 Q1	$958K	Buy	+12,628	New	+$951K	0.57%	40
2021 Q1	–	Sell	-7,864	Closed	-$530K	–	213
2020 Q4	$530K	Buy	7,864 +4,325	+122%	+$286K	0.21%	86
2020 Q3	$227K	Buy	+3,539	New	+$223K	0.11%	136
2020 Q1	–	Sell	-13,300	Closed	-$838K	–	94
2019 Q4	$838K	Sell	13,300 -1,085	-8%	-$66.8K	0.44%	35
2019 Q3	$884K	Buy	14,385 +2,817	+24%	+$169K	0.45%	21
2019 Q2	$686K	Sell	11,568 -575	-5%	-$32.9K	0.33%	27
2019 Q1	$681K	Buy	+12,143	New	+$650K	0.23%	21

Other funds holding XLP

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Fulcrum Equity Management's XLP Position: Q2 2026 in Review

Fulcrum Equity Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 10,783 shares — an estimated $884K sold.

Fulcrum Equity Management first reported a position in XLP in Q1 2019 and held it in 18 quarters. The position peaked at $1.25M in Q2 2025. 209 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Fulcrum Equity Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Fulcrum Equity Management sold 10,783 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $884K.
Fulcrum Equity Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and held it in 18 quarters.
Fulcrum Equity Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.25M in Q2 2025.
209 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.