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Joseph P. Lucia & Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Joseph P. Lucia & Associates’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 		$279K Hold
3,359
– – 0.08% 156
2026
Q1 		$275K Hold
3,359
– – 0.1% 140
2025
Q4 		$261K Sell
3,359
-297
-8% -$23.2K 0.09% 143
2025
Q3 		$287K Buy
3,656
+355
+11% +$28.7K 0.11% 126
2025
Q2 		$267K Buy
3,301
+497
+18% +$40.3K 0.11% 126
2025
Q1 		$229K Sell
2,804
-37
-1% -$2.95K 0.1% 124
2024
Q4 		$223K Sell
2,841
-242
-8% -$19.6K 0.1% 124
2024
Q3 		$256K Buy
3,083
+37
+1% +$2.97K 0.12% 107
2024
Q2 		$233K Sell
3,046
-300
-9% -$22.9K 0.12% 106
2024
Q1 		$256K Sell
3,346
-1,140
-25% -$84.3K 0.14% 101
2023
Q4 		$323K Buy
4,486
+208
+5% +$14.4K 0.2% 91
2023
Q3 		$294K Buy
4,278
+1,379
+48% +$101K 0.21% 90
2023
Q2 		$215K Sell
2,899
-504
-15% -$37.8K 0.14% 109
2023
Q1 		$254K Hold
3,403
– – 0.18% 98
2022
Q4 		$254K Buy
3,403
+57
+2% +$4.15K 0.19% 95
2022
Q3 		$223K Buy
3,346
+288
+9% +$21.1K 0.18% 98
2022
Q2 		$221K Buy
3,058
+14
+0.5% +$1.05K 0.16% 95
2022
Q1 		$231K Sell
3,044
-524
-15% -$39.5K 0.14% 106
2021
Q4 		$275K Hold
3,568
– – 0.17% 101
2021
Q3 		$246K Buy
3,568
+14
+0.4% +$998 0.15% 118
2021
Q2 		$249K Sell
3,554
-85
-2% -$5.95K 0.15% 110
2021
Q1 		$249K Buy
3,639
+148
+4% +$9.73K 0.11% 105
2020
Q4 		$235K Hold
3,491
– – 0.16% 96
2020
Q3 		$224K Hold
3,491
– – 0.21% 85
2020
Q2 		$205K Hold
3,491
– – 0.18% 86
2020
Q1 		$190K Hold
3,491
– – 0.21% 84
2019
Q4 		$220K Sell
3,491
-50
-1% -$3.08K 0.2% 87
2019
Q3 		$217K Hold
3,541
– – 0.22% 85
2019
Q2 		$206K Buy
3,541
+1,969
+125% +$113K 0.22% 85
2019
Q1 		$87.7K Buy
+1,572
New +$84.1K 0.15% 89

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Joseph P. Lucia & Associates's XLP Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 3,359 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #156.

Joseph P. Lucia & Associates first reported a position in XLP in Q1 2019 and has held it in 30 quarters since. The position peaked at $323K in Q4 2023. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Joseph P. Lucia & Associates held 3,359 shares of State Street Consumer Staples Select Sector SPDR ETF worth $279K as of Q2 2026.
  • Joseph P. Lucia & Associates left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #156 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $323K in Q4 2023.
  • 1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.