Lodestone Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Lodestone Wealth 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	$452K	Buy	5,440 +685	+14%	+$57.2K	0.16%	124
2026 Q1	$390K	Buy	4,755 +427	+10%	+$36K	0.15%	123
2025 Q4	$336K	Buy	4,328 +158	+4%	+$12.3K	0.14%	132
2025 Q3	$327K	Buy	4,170 +193	+5%	+$15.6K	0.15%	134
2025 Q2	$322K	Buy	3,977 +325	+9%	+$26.4K	0.16%	127
2025 Q1	$298K	Buy	3,652 +40	+1%	+$3.19K	0.16%	123
2024 Q4	$284K	Buy	3,612 +32	+0.9%	+$2.6K	0.14%	121
2024 Q3	$297K	Sell	3,580 -2,734	-43%	-$220K	0.15%	114
2024 Q2	$483K	Sell	6,314 -7	-0.1%	-$534	0.25%	95
2024 Q1	$483K	Buy	6,321 +79	+1%	+$5.84K	0.25%	97
2023 Q4	$450K	Buy	6,242 +395	+7%	+$27.4K	0.26%	91
2023 Q3	$402K	Buy	5,847 +121	+2%	+$8.86K	0.28%	83
2023 Q2	$425K	Sell	5,726 -172	-3%	-$12.9K	0.29%	82
2023 Q1	$441K	Buy	5,898 +9	+0.2%	+$658	0.34%	75
2022 Q4	$439K	Buy	+5,889	New	+$429K	0.35%	71

Other funds holding XLP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Lodestone Wealth Management's XLP Position: Q2 2026 in Review

Lodestone Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 14% in Q2 2026, buying an estimated $57.2K and bringing the position to 5,440 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #124.

Lodestone Wealth Management first reported a position in XLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $483K in Q2 2024. 489 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Lodestone Wealth Management held 5,440 shares of State Street Consumer Staples Select Sector SPDR ETF worth $452K as of Q2 2026.
Lodestone Wealth Management bought 685 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $57.2K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.16% of Lodestone Wealth Management's portfolio in Q2 2026, its #124 holding.
Lodestone Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $483K in Q2 2024.
489 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.