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

Grantvest 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 Q2	$356K	Sell	4,283 -1,047	-20%	-$87.4K	0.21%	119
2026 Q1	$437K	Sell	5,330 -736	-12%	-$62K	0.28%	88
2025 Q4	$471K	Sell	6,066 -1,089	-15%	-$85K	0.3%	81
2025 Q3	$561K	Sell	7,155 -418	-6%	-$33.8K	0.39%	63
2025 Q2	$613K	Sell	7,573 -211	-3%	-$17.1K	0.46%	54
2025 Q1	$636K	Sell	7,784 -93	-1%	-$7.42K	0.52%	43
2024 Q4	$619K	Buy	+7,877	New	+$640K	0.69%	44

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

Grantvest Financial Group's XLP Position: Q2 2026 in Review

Grantvest Financial Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 20% in Q2 2026, selling an estimated $87.4K and leaving 4,283 shares worth $356K. The position accounts for 0.21% of the portfolio, ranked #119.

Grantvest Financial Group first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $636K in Q1 2025. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Grantvest Financial Group held 4,283 shares of State Street Consumer Staples Select Sector SPDR ETF worth $356K as of Q2 2026.
Grantvest Financial Group sold 1,047 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $87.4K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.21% of Grantvest Financial Group's portfolio in Q2 2026, its #119 holding.
Grantvest Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $636K in Q1 2025.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.