Innova Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Innova Wealth Partners’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 Q3	$3.49M	Sell	43,264 -1,658	-4%	-$140K	1.36%	23
2026 Q2	$3.73M	Buy	44,922 +5,153	+13%	+$430K	1.53%	23
2026 Q1	$3.26M	Buy	+39,769	New	+$3.35M	1.54%	19
2025 Q3	–	Sell	-56,680	Closed	-$4.59M	–	134
2025 Q2	$4.59M	Buy	+56,680	New	+$4.6M	2.7%	11
2025 Q1	–	Sell	-65,569	Closed	-$5.15M	–	105
2024 Q4	$5.15M	Buy	65,569 +61,275	+1,427%	+$4.98M	3.25%	11
2024 Q3	$356K	Sell	4,294 -56,608	-93%	-$4.54M	0.29%	54
2024 Q2	$4.66M	Sell	60,902 -548	-0.9%	-$41.8K	3.34%	14
2024 Q1	$4.69M	Buy	+61,450	New	+$4.54M	3.62%	14
2023 Q3	–	Sell	-64,203	Closed	-$4.76M	–	65
2023 Q2	$4.76M	Buy	+64,203	New	+$4.82M	4.06%	12
2023 Q1	–	Sell	-63,930	Closed	-$4.77M	–	60
2022 Q4	$4.77M	Buy	+63,930	New	+$4.66M	4.19%	8
2022 Q2	–	Sell	-72,619	Closed	-$5.51M	–	77
2022 Q1	$5.51M	Sell	72,619 -1,450	-2%	-$109K	3.96%	7
2021 Q4	$5.71M	Sell	74,069 -703	-0.9%	-$51K	4.04%	10
2021 Q3	$5.15M	Buy	74,772 +3,037	+4%	+$216K	4.08%	9
2021 Q2	$5.02M	Buy	71,735 +1,942	+3%	+$136K	3.95%	11
2021 Q1	$4.77M	Buy	69,793 +8,396	+14%	+$552K	4.05%	6
2020 Q4	$4.14M	Buy	+61,397	New	+$4.06M	3.87%	10

Other funds holding XLP

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Innova Wealth Partners's XLP Position: Q3 2026 in Review

Innova Wealth Partners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.7% in Q3 2026, selling an estimated $140K and leaving 43,264 shares worth $3.49M. The position accounts for 1.36% of the portfolio, ranked #23.

Innova Wealth Partners first reported a position in XLP in Q4 2020 and has held it in 16 quarters since. The position peaked at $5.71M in Q4 2021. 524 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Innova Wealth Partners held 43,264 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.49M as of Q3 2026.
Innova Wealth Partners sold 1,658 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $140K.
State Street Consumer Staples Select Sector SPDR ETF made up 1.36% of Innova Wealth Partners's portfolio in Q3 2026, its #23 holding.
Innova Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
Innova Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.71M in Q4 2021.
524 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Innova Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.