Kennicott Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Kennicott Capital Management’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	$2.07M	Sell	24,904 -1,192	-5%	-$99.6K	0.96%	18
2026 Q1	$2.14M	Sell	26,096 -116	-0.4%	-$9.77K	1.17%	17
2025 Q4	$2.04M	Buy	26,212 +217	+0.8%	+$16.9K	0.99%	19
2025 Q3	$2.04M	Buy	25,995 +714	+3%	+$57.7K	0.98%	19
2025 Q2	$2.05M	Buy	25,281 +1,220	+5%	+$99K	1.17%	17
2025 Q1	$1.97M	Buy	24,061 +7,307	+44%	+$583K	1.28%	19
2024 Q4	$1.32M	Buy	16,754 +433	+3%	+$35.2K	0.68%	23
2024 Q3	$1.35M	Buy	16,321 +322	+2%	+$25.9K	0.52%	23
2024 Q2	$1.23M	Buy	15,999 +3,326	+26%	+$254K	0.51%	24
2024 Q1	$968K	Buy	12,673 +2,723	+27%	+$201K	0.43%	25
2023 Q4	$717K	Sell	9,950 -4,728	-32%	-$328K	0.35%	24
2023 Q3	$1.01M	Sell	14,678 -51,895	-78%	-$3.8M	0.58%	21
2023 Q2	$1.65M	Buy	66,573 +44,963	+208%	+$3.37M	0.84%	18
2023 Q1	$1.61M	Buy	21,610 +12,750	+144%	+$933K	1%	18
2022 Q4	$661K	Hold	8,860	–	–	0.5%	26
2022 Q3	$591K	Hold	8,860	–	–	0.48%	27
2022 Q2	$640K	Hold	8,860	–	–	0.49%	26
2022 Q1	$672K	Buy	8,860 +861	+11%	+$64.9K	0.39%	29
2021 Q4	$617K	Buy	7,999 +562	+8%	+$40.7K	0.37%	31
2021 Q3	$512K	Hold	7,437	–	–	0.37%	35
2021 Q2	$520K	Buy	7,437 +259	+4%	+$18.1K	0.39%	33
2021 Q1	$490K	Buy	+7,178	New	+$472K	0.4%	34

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

Kennicott Capital Management's XLP Position: Q2 2026 in Review

Kennicott Capital Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.6% in Q2 2026, selling an estimated $99.6K and leaving 24,904 shares worth $2.07M. The position accounts for 0.96% of the portfolio, ranked #18.

Kennicott Capital Management first reported a position in XLP in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.14M in Q1 2026. 386 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Kennicott Capital Management held 24,904 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.07M as of Q2 2026.
Kennicott Capital Management sold 1,192 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $99.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.96% of Kennicott Capital Management's portfolio in Q2 2026, its #18 holding.
Kennicott Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Kennicott Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.14M in Q1 2026.
386 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.