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 Q3	$15.1M	Buy	187,507 +2,722	+1%	+$230K	0.25%	78
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	$9.9M	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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

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

J.W. Cole Advisors's XLP Position: Q3 2026 in Review

J.W. Cole Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.5% in Q3 2026, buying an estimated $230K and bringing the position to 187,507 shares worth $15.1M. The position accounts for 0.25% of the portfolio, ranked #78.

J.W. Cole Advisors first reported a position in XLP in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.4M in Q2 2026. 827 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

J.W. Cole Advisors held 187,507 shares of State Street Consumer Staples Select Sector SPDR ETF worth $15.1M as of Q3 2026.
J.W. Cole Advisors bought 2,722 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $230K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.25% of J.W. Cole Advisors's portfolio in Q3 2026, its #78 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 27 quarters since.
J.W. Cole Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $15.4M in Q2 2026.
827 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.