KWMG LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

KWMG LLC’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	$10.4M	Buy	128,908 +8,316	+7%	+$702K	0.75%	41
2026 Q2	$10M	Buy	120,592 +5,975	+5%	+$499K	0.72%	41
2026 Q1	$9.4M	Buy	114,617 +3,377	+3%	+$284K	0.78%	40
2025 Q4	$8.64M	Buy	111,240 +5,247	+5%	+$410K	0.74%	43
2025 Q3	$8.31M	Buy	105,993 +4,213	+4%	+$340K	0.73%	41
2025 Q2	$8.24M	Buy	101,780 +1,736	+2%	+$141K	0.77%	39
2025 Q1	$8.17M	Buy	100,044 +1,795	+2%	+$143K	0.83%	32
2024 Q4	$7.72M	Buy	98,249 +1,453	+2%	+$118K	0.8%	35
2024 Q3	$8.03M	Buy	96,796 +572	+0.6%	+$45.9K	0.81%	36
2024 Q2	$7.37M	Buy	96,224 +2,456	+3%	+$187K	0.79%	36
2024 Q1	$7.16M	Buy	93,768 +780	+0.8%	+$57.7K	0.78%	40
2023 Q4	$6.7M	Buy	92,988 +1,967	+2%	+$136K	0.78%	38
2023 Q3	$6.26M	Buy	91,021 +2,767	+3%	+$203K	0.79%	36
2023 Q2	$6.55M	Buy	88,254 +3,814	+5%	+$286K	0.81%	34
2023 Q1	$6.31M	Buy	84,440 +1,716	+2%	+$126K	0.85%	32
2022 Q4	$6.17M	Sell	82,724 -261	-0.3%	-$19K	0.88%	33
2022 Q3	$5.54M	Buy	82,985 +1,675	+2%	+$123K	0.85%	34
2022 Q2	$5.87M	Sell	81,310 -241	-0.3%	-$18.1K	0.88%	33
2022 Q1	$6.19M	Buy	81,551 +2,310	+3%	+$174K	0.85%	33
2021 Q4	$6.11M	Buy	79,241 +2,329	+3%	+$169K	0.83%	34
2021 Q3	$5.29M	Buy	76,912 +3,367	+5%	+$240K	0.77%	35
2021 Q2	$5.13M	Buy	73,545 +3,239	+5%	+$227K	0.77%	35
2021 Q1	$4.8M	Buy	70,306 +6,896	+11%	+$453K	0.77%	32
2020 Q4	$4.28M	Buy	63,410 +2,662	+4%	+$176K	0.76%	36
2020 Q3	$3.89M	Buy	60,748 +2,479	+4%	+$157K	0.79%	33
2020 Q2	$3.42M	Buy	58,269 +4,821	+9%	+$281K	0.74%	38
2020 Q1	$2.91M	Buy	+53,448	New	+$3.24M	0.78%	33
2019 Q2	–	Sell	-407	Closed	-$23K	–	423
2019 Q1	$23K	Hold	407	–	–	0.01%	216
2018 Q4	$21K	Hold	407	–	–	0.01%	221
2018 Q3	$22K	Hold	407	–	–	0.01%	215
2018 Q2	$21K	Buy	+407	New	+$20.7K	0.01%	215

Other funds holding XLP

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

KWMG LLC's XLP Position: Q3 2026 in Review

KWMG LLC increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 6.9% in Q3 2026, buying an estimated $702K and bringing the position to 128,908 shares worth $10.4M. The position accounts for 0.75% of the portfolio, ranked #41.

KWMG LLC first reported a position in XLP in Q2 2018 and has held it in 31 quarters since. 57 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

KWMG LLC held 128,908 shares of State Street Consumer Staples Select Sector SPDR ETF worth $10.4M as of Q3 2026.
KWMG LLC bought 8,316 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $702K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.75% of KWMG LLC's portfolio in Q3 2026, its #41 holding.
KWMG LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and has held it in 31 quarters since.
57 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.