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Heritage Oak Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Heritage Oak Wealth 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 		– Sell
-4,285
Closed -$351K – 111
2026
Q1 		$351K Buy
+4,285
New +$361K 0.11% 53
2024
Q4 		– Sell
-9,535
Closed -$791K – 196
2024
Q3 		$791K Buy
+9,535
New +$766K 0.36% 47

Other funds holding XLP

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Heritage Oak Wealth Advisors's XLP Position: Q2 2026 in Review

Heritage Oak Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 4,285 shares — an estimated $351K sold.

Heritage Oak Wealth Advisors first reported a position in XLP in Q3 2024 and held it in 2 quarters. The position peaked at $791K in Q3 2024. 391 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Heritage Oak Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,285 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $351K.
  • Heritage Oak Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $791K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.