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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$683K Sell
8,218
-18,362
-69% -$1.53M 0.02% 423
2026
Q1
$2.18M Sell
26,580
-1,156
-4% -$97.4K 0.08% 152
2025
Q4
$2.15M Buy
27,736
+173
+0.6% +$13.5K 0.08% 151
2025
Q3
$2.16M Buy
27,563
+67
+0.2% +$5.41K 0.08% 163
2025
Q2
$2.23M Buy
27,496
+5,786
+27% +$469K 0.09% 141
2025
Q1
$1.77M Sell
21,710
-4,477
-17% -$357K 0.07% 161
2024
Q4
$2.06M Buy
26,187
+6,326
+32% +$514K 0.07% 182
2024
Q3
$1.65M Sell
19,861
-10,580
-35% -$849K 0.06% 210
2024
Q2
$2.33M Sell
30,441
-10,804
-26% -$824K 0.1% 142
2024
Q1
$3.15M Sell
41,245
-29,225
-41% -$2.16M 0.12% 126
2023
Q4
$5.08M Buy
70,470
+1,155
+2% +$80K 0.42% 62
2023
Q3
$4.77M Buy
69,315
+129
+0.2% +$9.44K 0.54% 50
2023
Q2
$5.13M Buy
69,186
+1,182
+2% +$88.7K 0.55% 36
2023
Q1
$5.08M Sell
68,004
-11,403
-14% -$834K 0.59% 36
2022
Q4
$5.92M Buy
79,407
+6,898
+10% +$503K 0.63% 30
2022
Q3
$4.84M Buy
72,509
+64,079
+760% +$4.7M 0.53% 40
2022
Q2
$609K Sell
8,430
-11,620
-58% -$872K 0.08% 137
2022
Q1
$1.52M Sell
20,050
-311
-2% -$23.4K 0.13% 116
2021
Q4
$1.57M Buy
20,361
+63
+0.3% +$4.57K 0.13% 118
2021
Q3
$1.4M Sell
20,298
-12,268
-38% -$874K 0.12% 137
2021
Q2
$2.28M Sell
32,566
-137
-0.4% -$9.59K 0.29% 73
2021
Q1
$2.24M Sell
32,703
-21,698
-40% -$1.43M 0.35% 64
2020
Q4
$3.67M Buy
54,401
+27,259
+100% +$1.8M 0.59% 47
2020
Q3
$1.74M Sell
27,142
-2,122
-7% -$134K 0.53% 63
2020
Q2
$1.72M Buy
29,264
+18,072
+161% +$1.05M 0.71% 41
2020
Q1
$610K Buy
+11,192
New +$679K 0.43% 47

Other funds holding XLP

GeoWealth Management's XLP Position: Q2 2026 in Review

GeoWealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 69% in Q2 2026, selling an estimated $1.53M and leaving 8,218 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #423.

GeoWealth Management first reported a position in XLP in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.92M in Q4 2022. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • GeoWealth Management held 8,218 shares of State Street Consumer Staples Select Sector SPDR ETF worth $683K as of Q2 2026.
  • GeoWealth Management sold 18,362 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $1.53M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #423 holding.
  • GeoWealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • GeoWealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.92M in Q4 2022.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.