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

Golden State Wealth 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	$969K	Sell	11,659 -3	-0%	-$251	0.09%	186
2026 Q1	$956K	Hold	11,662	–	–	0.1%	163
2025 Q4	$906K	Hold	11,662	–	–	0.1%	167
2025 Q3	$914K	Sell	11,662 -73	-0.6%	-$5.9K	0.1%	152
2025 Q2	$950K	Sell	11,735 -130	-1%	-$10.5K	0.12%	149
2025 Q1	$969K	Buy	11,865 +47	+0.4%	+$3.75K	0.14%	129
2024 Q4	$929K	Buy	+11,818	New	+$960K	0.14%	123
2022 Q1	$1.07M	Buy	14,158 +574	+4%	+$43.2K	0.21%	95
2021 Q4	$1.05M	Buy	13,584 +850	+7%	+$61.6K	0.18%	119
2021 Q3	$877K	Sell	12,734 -1,100	-8%	-$78.4K	0.19%	104
2021 Q2	$968K	Sell	13,834 -400	-3%	-$28K	0.21%	99
2021 Q1	$972K	Sell	14,234 -744	-5%	-$48.9K	0.32%	56
2020 Q4	$1.01M	Sell	14,978 -338	-2%	-$22.3K	0.29%	66
2020 Q3	$982K	Hold	15,316	–	–	0.33%	50
2020 Q2	$898K	Sell	15,316 -3,331	-18%	-$194K	0.23%	81
2020 Q1	$1.02M	Buy	+18,647	New	+$1.13M	0.45%	38
2019 Q4	–	Sell	-31,891	Closed	-$1.96M	–	989
2019 Q3	$1.96M	Hold	31,891	–	–	0.65%	31
2019 Q2	$1.85M	Sell	31,891 -1,550	-5%	-$88.7K	0.59%	31
2019 Q1	$1.88M	Buy	+33,441	New	+$1.79M	0.63%	31

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

Golden State Wealth Management's XLP Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.03% in Q2 2026, selling an estimated $251 and leaving 11,659 shares worth $969K. The position accounts for 0.09% of the portfolio, ranked #186.

Golden State Wealth Management first reported a position in XLP in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.96M in Q3 2019. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Golden State Wealth Management held 11,659 shares of State Street Consumer Staples Select Sector SPDR ETF worth $969K as of Q2 2026.
Golden State Wealth Management sold 3 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $251.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of Golden State Wealth Management's portfolio in Q2 2026, its #186 holding.
Golden State Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.96M in Q3 2019.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.