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

HB 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	$1.69M	Sell	20,369 -1,022	-5%	-$85.4K	0.01%	524
2026 Q1	$1.75M	Buy	21,391 +4,826	+29%	+$406K	0.01%	469
2025 Q4	$1.29M	Buy	16,565 +277	+2%	+$21.6K	0.01%	547
2025 Q3	$1.28M	Buy	16,288 +4,075	+33%	+$329K	0.01%	544
2025 Q2	$989K	Sell	12,213 -4,673	-28%	-$379K	0.01%	534
2025 Q1	$1.38M	Buy	16,886 +3,332	+25%	+$266K	0.01%	463
2024 Q4	$1.07M	Buy	13,554 +474	+4%	+$38.5K	0.01%	400
2024 Q3	$1.09M	Buy	13,080 +1,622	+14%	+$130K	0.01%	379
2024 Q2	$877K	Buy	11,458 +4,338	+61%	+$331K	0.01%	397
2024 Q1	$544K	Sell	7,120 -26	-0.4%	-$1.92K	0.01%	481
2023 Q4	$515K	Sell	7,146 -668	-9%	-$46.3K	0.01%	447
2023 Q3	$538K	Sell	7,814 -534	-6%	-$39.1K	0.01%	413
2023 Q2	$619K	Buy	8,348 +1,874	+29%	+$141K	0.01%	372
2023 Q1	$484K	Buy	6,474 +127	+2%	+$9.29K	0.01%	420
2022 Q4	$473K	Buy	6,347 +363	+6%	+$26.4K	0.01%	407
2022 Q3	$399K	Sell	5,984 -270	-4%	-$19.8K	0.01%	382
2022 Q2	$451K	Buy	6,254 +270	+5%	+$20.3K	0.01%	363
2022 Q1	$454K	Buy	5,984 +300	+5%	+$22.6K	0.01%	365
2021 Q4	$438K	Buy	+5,684	New	+$412K	0.01%	327

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

HB Wealth Management's XLP Position: Q2 2026 in Review

HB Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.8% in Q2 2026, selling an estimated $85.4K and leaving 20,369 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #524.

HB Wealth Management first reported a position in XLP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

HB Wealth Management held 20,369 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.69M as of Q2 2026.
HB Wealth Management sold 1,022 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $85.4K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #524 holding.
HB Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
HB Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.75M in Q1 2026.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.