Journey Strategic Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Journey Strategic Wealth’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 Q1	$359K	Buy	4,378 +204	+5%	+$17.2K	0.01%	457
2025 Q4	$324K	Sell	4,174 -270	-6%	-$21.1K	0.01%	478
2025 Q3	$348K	Sell	4,444 -2,071	-32%	-$167K	0.01%	412
2025 Q2	$528K	Sell	6,515 -1,589	-20%	-$129K	0.02%	284
2025 Q1	$662K	Buy	8,104 +1,061	+15%	+$84.7K	0.02%	187
2024 Q4	$554K	Buy	7,043 +2,498	+55%	+$203K	0.02%	199
2024 Q3	$377K	Buy	4,545 +1,418	+45%	+$114K	0.01%	275
2024 Q2	$239K	Buy	+3,127	New	+$239K	0.01%	310

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Journey Strategic Wealth's XLP Position: Q1 2026 in Review

Journey Strategic Wealth increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.9% in Q1 2026, buying an estimated $17.2K and bringing the position to 4,378 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #457.

Journey Strategic Wealth first reported a position in XLP in Q2 2024 and has held it in 8 quarters since. The position peaked at $662K in Q1 2025. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Journey Strategic Wealth held 4,378 shares of State Street Consumer Staples Select Sector SPDR ETF worth $359K as of Q1 2026.
Journey Strategic Wealth bought 204 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $17.2K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #457 holding.
Journey Strategic Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Journey Strategic Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $662K in Q1 2025.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.