JFS Wealth Advisors’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
$668K Sell
8,045
-91
-1% -$7.6K 0.03% 212
2026
Q1
$667K Sell
8,136
-210
-3% -$17.7K 0.04% 205
2025
Q4
$648K Sell
8,346
-5
-0.1% -$390 0.04% 203
2025
Q3
$654K Sell
8,351
-148
-2% -$12K 0.04% 200
2025
Q2
$688K Sell
8,499
-63
-0.7% -$5.11K 0.04% 182
2025
Q1
$699K Buy
8,562
+62
+0.7% +$4.95K 0.05% 172
2024
Q4
$668K Sell
8,500
-17
-0.2% -$1.38K 0.05% 169
2024
Q3
$707K Sell
8,517
-201
-2% -$16.1K 0.05% 172
2024
Q2
$668K Buy
8,718
+162
+2% +$12.4K 0.05% 139
2024
Q1
$653K Buy
8,556
+531
+7% +$39.3K 0.05% 141
2023
Q4
$578K Buy
8,025
+1,697
+27% +$118K 0.05% 140
2023
Q3
$435K Buy
6,328
+292
+5% +$21.4K 0.04% 158
2023
Q2
$448K Sell
6,036
-37
-0.6% -$2.78K 0.04% 157
2023
Q1
$454K Sell
6,073
-290
-5% -$21.2K 0.04% 152
2022
Q4
$474K Buy
6,363
+84
+1% +$6.12K 0.05% 153
2022
Q3
$419K Sell
6,279
-862
-12% -$63.2K 0.05% 159
2022
Q2
$515K Buy
7,141
+317
+5% +$23.8K 0.05% 144
2022
Q1
$518K Sell
6,824
-938
-12% -$70.7K 0.05% 154
2021
Q4
$599K Buy
7,762
+1,523
+24% +$110K 0.06% 147
2021
Q3
$429K Buy
+6,239
New +$445K 0.04% 158
2018
Q4
Sell
-253
Closed -$14K 545
2018
Q3
$14K Buy
+253
New +$13.6K ﹤0.01% 368
2018
Q2
Sell
-140
Closed -$7K 553
2018
Q1
$7K Buy
140
+119
+567% +$6.56K ﹤0.01% 397
2017
Q4
$1K Buy
+21
New +$1.15K ﹤0.01% 514
2016
Q2
Sell
-107
Closed -$6K 630
2016
Q1
$6K Hold
107
﹤0.01% 445
2015
Q4
$5K Buy
+107
New +$5.32K ﹤0.01% 455

Other funds holding XLP

JFS Wealth Advisors's XLP Position: Q2 2026 in Review

JFS Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.1% in Q2 2026, selling an estimated $7.6K and leaving 8,045 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #212.

JFS Wealth Advisors first reported a position in XLP in Q4 2015 and has held it in 25 quarters since. The position peaked at $707K in Q3 2024. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • JFS Wealth Advisors held 8,045 shares of State Street Consumer Staples Select Sector SPDR ETF worth $668K as of Q2 2026.
  • JFS Wealth Advisors sold 91 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $7.6K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #212 holding.
  • JFS Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and has held it in 25 quarters since.
  • JFS Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $707K in Q3 2024.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.