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

Gerald Baker 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
Q3 		$331K Buy
4,110
+27
+0.7% +$2.28K 0.09% 102
2026
Q2 		$339K Buy
4,083
+208
+5% +$17.4K 0.1% 106
2026
Q1 		$318K Buy
+3,875
New +$326K 0.1% 97

Other funds holding XLP

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Gerald Baker Financial Group's XLP Position: Q3 2026 in Review

Gerald Baker Financial Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.66% in Q3 2026, buying an estimated $2.28K and bringing the position to 4,110 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #102.

Gerald Baker Financial Group first reported a position in XLP in Q1 2026 and has held it in 3 quarters since. The position peaked at $339K in Q2 2026. 57 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • Gerald Baker Financial Group held 4,110 shares of State Street Consumer Staples Select Sector SPDR ETF worth $331K as of Q3 2026.
  • Gerald Baker Financial Group bought 27 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $2.28K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of Gerald Baker Financial Group's portfolio in Q3 2026, its #102 holding.
  • Gerald Baker Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • Gerald Baker Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $339K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.