J.W. Cole Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

J.W. Cole 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	$15.4M	Buy	184,785 +6,074	+3%	+$507K	0.26%	73
2026 Q1	$14.7M	Buy	178,711 +9,531	+6%	+$803K	0.49%	36
2025 Q4	$10.1M	Buy	169,180 +9,351	+6%	+$730K	0.24%	86
2025 Q3	$12.5M	Buy	159,829 +1,836	+1%	+$148K	0.24%	72
2025 Q2	$12.8M	Buy	157,993 +42,304	+37%	+$3.43M	0.27%	63
2025 Q1	$9.45M	Sell	115,689 -25,583	-18%	-$2.04M	0.29%	62
2024 Q4	$11.1M	Sell	141,272 -1,129	-0.8%	-$91.7K	0.45%	34
2024 Q3	$11.8M	Buy	142,401 +6,973	+5%	+$560K	0.5%	28
2024 Q2	$10.4M	Sell	135,428 -2,467	-2%	-$188K	0.49%	32
2024 Q1	$10.5M	Sell	137,895 -9,648	-7%	-$713K	0.53%	33
2023 Q4	$10.6M	Buy	147,543 +22,144	+18%	+$1.53M	0.62%	29
2023 Q3	$8.63M	Buy	125,399 +464	+0.4%	+$34K	0.64%	28
2023 Q2	$9.27M	Buy	124,935 +8,323	+7%	+$625K	0.66%	27
2023 Q1	$8.71M	Buy	116,612 +4,777	+4%	+$349K	0.62%	28
2022 Q4	$8.34M	Sell	111,835 -11,444	-9%	-$834K	0.64%	27
2022 Q3	$8.23M	Buy	123,279 +4,696	+4%	+$344K	0.69%	22
2022 Q2	$8.56M	Sell	118,583 -12,319	-9%	-$925K	0.68%	24
2022 Q1	$9.93M	Buy	130,902 +18,692	+17%	+$1.41M	0.67%	23
2021 Q4	$8.65M	Buy	+112,210	New	+$8.13M	0.56%	29
2021 Q3	–	Sell	-100,339	Closed	-$7.02M	–	801
2021 Q2	$7.02M	Buy	100,339 +5,050	+5%	+$354K	0.55%	36
2021 Q1	$6.51M	Buy	95,289 +5,409	+6%	+$356K	0.63%	27
2020 Q4	$6.06M	Buy	89,880 +49,162	+121%	+$3.25M	0.63%	30
2020 Q3	$2.61M	Sell	40,718 -42,545	-51%	-$2.69M	0.2%	115
2020 Q2	$4.88M	Buy	83,263 +79,001	+1,854%	+$4.61M	0.73%	33
2020 Q1	$232K	Sell	4,262 -68,718	-94%	-$4.17M	0.45%	73
2019 Q4	$4.6M	Buy	+72,980	New	+$4.5M	0.58%	35

Other funds holding XLP

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

J.W. Cole Advisors's XLP Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.4% in Q2 2026, buying an estimated $507K and bringing the position to 184,785 shares worth $15.4M. The position accounts for 0.26% of the portfolio, ranked #73.

J.W. Cole Advisors first reported a position in XLP in Q4 2019 and has held it in 26 quarters since. 386 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

J.W. Cole Advisors held 184,785 shares of State Street Consumer Staples Select Sector SPDR ETF worth $15.4M as of Q2 2026.
J.W. Cole Advisors bought 6,074 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $507K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.26% of J.W. Cole Advisors's portfolio in Q2 2026, its #73 holding.
J.W. Cole Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
386 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.