McKinley Carter Wealth Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

McKinley Carter Wealth Services’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	$940K	Sell	11,658 -18	-0.2%	-$1.52K	0.05%	176
2026 Q2	$970K	Sell	11,676 -1,474	-11%	-$123K	0.05%	178
2026 Q1	$1.08M	Sell	13,150 -2,159	-14%	-$182K	0.06%	166
2025 Q4	$1.19M	Sell	15,309 -1,646	-10%	-$128K	0.07%	163
2025 Q3	$1.33M	Sell	16,955 -1,759	-9%	-$142K	0.07%	152
2025 Q2	$1.52M	Sell	18,714 -348	-2%	-$28.2K	0.08%	134
2025 Q1	$1.56M	Sell	19,062 -3,515	-16%	-$281K	0.1%	130
2024 Q4	$1.77M	Sell	22,577 -3,256	-13%	-$264K	0.11%	118
2024 Q3	$2.14M	Sell	25,833 -53,229	-67%	-$4.27M	0.13%	112
2024 Q2	$6.05M	Buy	79,062 +8,039	+11%	+$613K	0.39%	60
2024 Q1	$5.42M	Buy	71,023 +20,861	+42%	+$1.54M	0.36%	64
2023 Q4	$3.61M	Buy	+50,162	New	+$3.47M	0.26%	74
2022 Q3	–	Sell	-3,612	Closed	-$261K	–	295
2022 Q2	$261K	Buy	+3,612	New	+$271K	0.02%	256
2018 Q2	–	Sell	-346	Closed	-$18K	–	401
2018 Q1	$18K	Buy	+346	New	+$19.1K	0.01%	338

Other funds holding XLP

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

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

McKinley Carter Wealth Services's XLP Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.15% in Q3 2026, selling an estimated $1.52K and leaving 11,658 shares worth $940K. The position accounts for 0.05% of the portfolio, ranked #176.

McKinley Carter Wealth Services first reported a position in XLP in Q1 2018 and has held it in 14 quarters since. The position peaked at $6.05M in Q2 2024. 524 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

McKinley Carter Wealth Services held 11,658 shares of State Street Consumer Staples Select Sector SPDR ETF worth $940K as of Q3 2026.
McKinley Carter Wealth Services sold 18 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $1.52K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #176 holding.
McKinley Carter Wealth Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and has held it in 14 quarters since.
McKinley Carter Wealth Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.05M in Q2 2024.
524 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.