Gradient Capital Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Gradient Capital Advisors’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	$945K	Buy	11,377 +322	+3%	+$26.9K	0.22%	76
2026 Q1	$906K	Buy	11,055 +2	+0%	+$168	0.23%	73
2025 Q4	$859K	Buy	11,053 +3	+0%	+$234	0.22%	78
2025 Q3	$866K	Sell	11,050 -149	-1%	-$12K	0.23%	74
2025 Q2	$907K	Buy	11,199 +2	+0%	+$162	0.27%	66
2025 Q1	$914K	Buy	11,197 +2	+0%	+$160	0.3%	64
2024 Q4	$880K	Sell	11,195 -34	-0.3%	-$2.76K	0.28%	64
2024 Q3	$932K	Buy	11,229 +1	+0%	+$80	0.31%	65
2024 Q2	$860K	Sell	11,228 -722	-6%	-$55.1K	0.31%	66
2024 Q1	$913K	Sell	11,950 -164	-1%	-$12.1K	0.34%	65
2023 Q4	$873K	Sell	12,114 -369	-3%	-$25.6K	0.33%	70
2023 Q3	$859K	Buy	12,483 +642	+5%	+$47K	0.36%	62
2023 Q2	$878K	Sell	11,841 -104	-0.9%	-$7.8K	0.35%	62
2023 Q1	$892K	Sell	11,945 -209	-2%	-$15.3K	0.38%	61
2022 Q4	$906K	Sell	12,154 -101	-0.8%	-$7.36K	0.41%	57
2022 Q3	$818K	Buy	12,255 +4	+0%	+$293	0.39%	61
2022 Q2	$884K	Sell	12,251 -141	-1%	-$10.6K	0.42%	54
2022 Q1	$940K	Sell	12,392 -322	-3%	-$24.3K	0.4%	54
2021 Q4	$980K	Sell	12,714 -65	-0.5%	-$4.71K	0.41%	52
2021 Q3	$880K	Buy	12,779 +508	+4%	+$36.2K	0.4%	52
2021 Q2	$859K	Hold	12,271	–	–	0.4%	52
2021 Q1	$838K	Sell	12,271 -147	-1%	-$9.67K	0.44%	47
2020 Q4	$838K	Sell	12,418 -297	-2%	-$19.6K	0.48%	46
2020 Q3	$815K	Sell	12,715 -83	-0.6%	-$5.24K	0.51%	46
2020 Q2	$750K	Hold	12,798	–	–	0.51%	47
2020 Q1	$697K	Sell	12,798 -127	-1%	-$7.71K	0.57%	44
2019 Q4	$814K	Sell	12,925 -79	-0.6%	-$4.87K	0.57%	44
2019 Q3	$799K	Sell	13,004 -42	-0.3%	-$2.52K	0.6%	45
2019 Q2	$758K	Sell	13,046 -1,755	-12%	-$100K	0.58%	42
2019 Q1	$830K	Hold	14,801	–	–	0.66%	36
2018 Q4	$752K	Sell	14,801 -337	-2%	-$18.3K	0.65%	37
2018 Q3	$816K	Sell	15,138 -2,199	-13%	-$118K	0.69%	32
2018 Q2	$893K	Sell	17,337 -254	-1%	-$12.9K	0.83%	28
2018 Q1	$926K	Hold	17,591	–	–	0.93%	25
2017 Q4	$1M	Buy	+17,591	New	+$967K	1.03%	24

Other funds holding XLP

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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

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

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MPCA

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return