Integrated Wealth Concepts’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Integrated Wealth Concepts’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	$20.5M	Buy	247,387 +65,022	+36%	+$5.43M	0.1%	191
2026 Q1	$15M	Buy	182,365 +135,095	+286%	+$11.4M	0.12%	173
2025 Q4	$3.67M	Sell	47,270 -109,834	-70%	-$8.57M	0.04%	371
2025 Q3	$12.3M	Buy	157,104 +15,662	+11%	+$1.27M	0.11%	171
2025 Q2	$11.5M	Buy	141,442 +14,935	+12%	+$1.21M	0.11%	164
2025 Q1	$10.3M	Sell	126,507 -11,408	-8%	-$911K	0.12%	167
2024 Q4	$10.8M	Buy	137,915 +8,559	+7%	+$695K	0.13%	156
2024 Q3	$10.7M	Buy	129,356 +12,744	+11%	+$1.02M	0.13%	158
2024 Q2	$8.93M	Buy	116,612 +496	+0.4%	+$37.8K	0.12%	171
2024 Q1	$8.87M	Sell	116,116 -114	-0.1%	-$8.43K	0.13%	172
2023 Q4	$8.37M	Sell	116,230 -6,606	-5%	-$458K	0.14%	167
2023 Q3	$8.45M	Buy	122,836 +9,856	+9%	+$721K	0.15%	159
2023 Q2	$8.38M	Buy	112,980 +8,010	+8%	+$601K	0.14%	157
2023 Q1	$7.84M	Buy	104,970 +64,874	+162%	+$4.75M	0.16%	135
2022 Q4	$2.99M	Buy	40,096 +4,518	+13%	+$329K	0.08%	230
2022 Q3	$2.37M	Sell	35,578 -33,432	-48%	-$2.45M	0.08%	244
2022 Q2	$4.98M	Buy	69,010 +14,415	+26%	+$1.08M	0.16%	138
2022 Q1	$4.14M	Buy	54,595 +39,464	+261%	+$2.97M	0.13%	154
2021 Q4	$1.17M	Buy	15,131 +1,480	+11%	+$107K	0.03%	370
2021 Q3	$940K	Buy	13,651 +3,081	+29%	+$220K	0.03%	400
2021 Q2	$740K	Buy	10,570 +2,289	+28%	+$160K	0.03%	438
2021 Q1	$566K	Buy	8,281 +2,593	+46%	+$171K	0.02%	450
2020 Q4	$384K	Sell	5,688 -13,768	-71%	-$910K	0.02%	463
2020 Q3	$1.25M	Sell	19,456 -623	-3%	-$39.3K	0.08%	180
2020 Q2	$1.18M	Buy	20,079 +15,766	+366%	+$920K	0.08%	151
2020 Q1	$235K	Buy	4,313 +35	+0.8%	+$2.12K	0.02%	361
2019 Q4	$269K	Sell	4,278 -388	-8%	-$23.9K	0.02%	385
2019 Q3	$287K	Buy	+4,666	New	+$281K	0.03%	321

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

Integrated Wealth Concepts's XLP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 36% in Q2 2026, buying an estimated $5.43M and bringing the position to 247,387 shares worth $20.5M. The position accounts for 0.1% of the portfolio, ranked #191.

Integrated Wealth Concepts first reported a position in XLP in Q3 2019 and has held it in 28 quarters since. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Integrated Wealth Concepts held 247,387 shares of State Street Consumer Staples Select Sector SPDR ETF worth $20.5M as of Q2 2026.
Integrated Wealth Concepts bought 65,022 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $5.43M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.1% of Integrated Wealth Concepts's portfolio in Q2 2026, its #191 holding.
Integrated Wealth Concepts first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.