Independence Wealth Advisors (Ohio)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.65M Sell
19,843
-40,137
-67% -$3.35M 0.83% 24
2026
Q1
$4.92M Sell
59,980
-4,037
-6% -$340K 2.62% 9
2025
Q4
$4.97M Buy
+64,017
New +$5M 2.8% 10

Other funds holding XLP

Independence Wealth Advisors (Ohio)'s XLP Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 67% in Q2 2026, selling an estimated $3.35M and leaving 19,843 shares worth $1.65M. The position accounts for 0.83% of the portfolio, ranked #24.

Independence Wealth Advisors (Ohio) first reported a position in XLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.97M in Q4 2025. 1,234 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 19,843 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.65M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) sold 40,137 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $3.35M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.83% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #24 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Independence Wealth Advisors (Ohio)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.97M in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.