Medallion Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$100K Buy
1,223
+305
+33% +$25.7K 0.03% 354
2025
Q4
$71.3K Buy
918
+2
+0.2% +$156 0.02% 409
2025
Q3
$71.8K Sell
916
-278
-23% -$22.5K 0.03% 410
2025
Q2
$98K Sell
1,194
-8
-0.7% -$649 0.04% 351
2025
Q1
$98.3K Sell
1,202
-154
-11% -$12.3K 0.04% 310
2024
Q4
$107K Buy
+1,356
New +$110K 0.05% 284

Other funds holding XLP

Medallion Wealth Advisors's XLP Position: Q1 2026 in Review

Medallion Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 33% in Q1 2026, buying an estimated $25.7K and bringing the position to 1,223 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #354.

Medallion Wealth Advisors first reported a position in XLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $107K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Medallion Wealth Advisors held 1,223 shares of State Street Consumer Staples Select Sector SPDR ETF worth $100K as of Q1 2026.
  • Medallion Wealth Advisors bought 305 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $25.7K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #354 holding.
  • Medallion Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $107K in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.