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

Merit 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 		$3.83M Sell
46,063
-186
-0.4% -$15.5K 0.02% 506
2026
Q1 		$3.79M Buy
46,249
+8,652
+23% +$729K 0.03% 469
2025
Q4 		$2.92M Sell
37,597
-1,934
-5% -$151K 0.02% 510
2025
Q3 		$3.1M Buy
39,531
+16,537
+72% +$1.34M 0.03% 434
2025
Q2 		$1.86M Buy
22,994
+840
+4% +$68.2K 0.02% 550
2025
Q1 		$1.81M Sell
22,154
-1,612
-7% -$129K 0.03% 459
2024
Q4 		$1.87M Buy
23,766
+1,962
+9% +$159K 0.03% 368
2024
Q3 		$1.81M Sell
21,804
-1,981
-8% -$159K 0.04% 295
2024
Q2 		$1.82M Sell
23,785
-815
-3% -$62.2K 0.04% 287
2024
Q1 		$1.87M Buy
24,600
+12,231
+99% +$904K 0.04% 270
2023
Q4 		$891K Sell
12,369
-17,575
-59% -$1.22M 0.03% 343
2023
Q3 		$2.06M Sell
29,944
-12,026
-29% -$880K 0.07% 216
2023
Q2 		$3.11M Sell
41,970
-25,398
-38% -$1.91M 0.1% 155
2023
Q1 		$5.03M Sell
67,368
-10,562
-14% -$773K 0.18% 86
2022
Q4 		$5.81M Sell
77,930
-1,146
-1% -$83.5K 0.21% 74
2022
Q3 		$5.28M Buy
79,076
+31,374
+66% +$2.3M 0.23% 58
2022
Q2 		$3.44M Buy
47,702
+40,154
+532% +$3.01M 0.11% 123
2022
Q1 		$573K Buy
+7,548
New +$569K 0.03% 220
2021
Q3 		– Sell
-41,430
Closed -$2.9M – 275
2021
Q2 		$2.9M Buy
41,430
+6,131
+17% +$429K 0.27% 40
2021
Q1 		$2.41M Buy
35,299
+6,618
+23% +$435K 0.25% 44
2020
Q4 		$1.94M Buy
28,681
+9,325
+48% +$616K 0.19% 48
2020
Q3 		$1.24M Buy
19,356
+5,002
+35% +$316K 0.11% 70
2020
Q2 		$842K Buy
+14,354
New +$838K 0.08% 90

Other funds holding XLP

GC
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
NAG
Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Merit Financial Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.4% in Q2 2026, selling an estimated $15.5K and leaving 46,063 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #506.

Merit Financial Group first reported a position in XLP in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.81M in Q4 2022. 235 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Merit Financial Group held 46,063 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.83M as of Q2 2026.
  • Merit Financial Group sold 186 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $15.5K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #506 holding.
  • Merit Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and has held it in 23 quarters since.
  • Merit Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.81M in Q4 2022.
  • 235 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.