Magnus Financial Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Magnus Financial Group’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	$2.57M	Buy	30,908 +305	+1%	+$25.5K	0.18%	91
2026 Q1	$2.51M	Sell	30,603 -107	-0.3%	-$9.01K	0.2%	85
2025 Q4	$2.39M	Sell	30,710 -879	-3%	-$68.6K	0.18%	96
2025 Q3	$2.48M	Sell	31,589 -2,542	-7%	-$205K	0.2%	99
2025 Q2	$2.76M	Buy	34,131 +1,121	+3%	+$91K	0.24%	82
2025 Q1	$2.7M	Buy	33,010 +5,109	+18%	+$408K	0.26%	80
2024 Q4	$2.19M	Buy	27,901 +3,508	+14%	+$285K	0.21%	91
2024 Q3	$2.02M	Buy	24,393 +6,799	+39%	+$546K	0.21%	88
2024 Q2	$1.35M	Buy	17,594 +772	+5%	+$58.9K	0.15%	108
2024 Q1	$1.28M	Sell	16,822 -168	-1%	-$12.4K	0.15%	112
2023 Q4	$1.22M	Sell	16,990 -1,501	-8%	-$104K	0.16%	105
2023 Q3	$1.27M	Sell	18,491 -196	-1%	-$14.3K	0.19%	88
2023 Q2	$1.39M	Sell	18,687 -1,370	-7%	-$103K	0.2%	84
2023 Q1	$1.5M	Sell	20,057 -2,841	-12%	-$208K	0.23%	79
2022 Q4	$1.71M	Buy	22,898 +29	+0.1%	+$2.11K	0.28%	70
2022 Q3	$1.53M	Sell	22,869 -645	-3%	-$47.3K	0.29%	68
2022 Q2	$1.7M	Buy	23,514 +324	+1%	+$24.3K	0.31%	59
2022 Q1	$1.76M	Buy	23,190 +4,767	+26%	+$359K	0.29%	64
2021 Q4	$1.42M	Sell	18,423 -76	-0.4%	-$5.51K	0.27%	65
2021 Q3	$1.27M	Buy	18,499 +4,434	+32%	+$316K	0.27%	62
2021 Q2	$984K	Buy	+14,065	New	+$985K	0.21%	73
2020 Q4	–	Sell	-3,796	Closed	-$243K	–	389
2020 Q3	$243K	Buy	+3,796	New	+$240K	0.03%	227

Other funds holding XLP

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Magnus Financial Group's XLP Position: Q2 2026 in Review

Magnus Financial Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1% in Q2 2026, buying an estimated $25.5K and bringing the position to 30,908 shares worth $2.57M. The position accounts for 0.18% of the portfolio, ranked #91.

Magnus Financial Group first reported a position in XLP in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.76M in Q2 2025. 353 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Magnus Financial Group held 30,908 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.57M as of Q2 2026.
Magnus Financial Group bought 305 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $25.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.18% of Magnus Financial Group's portfolio in Q2 2026, its #91 holding.
Magnus Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and has held it in 22 quarters since.
Magnus Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.76M in Q2 2025.
353 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.