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

Mission 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	$437K	Buy	5,266 +722	+16%	+$60.3K	0.01%	731
2026 Q1	$373K	Sell	4,544 -964	-18%	-$81.2K	0.01%	561
2025 Q4	$428K	Sell	5,508 -2,242	-29%	-$175K	0.01%	526
2025 Q3	$607K	Sell	7,750 -1,317	-15%	-$106K	0.01%	441
2025 Q2	$734K	Buy	9,067 +32	+0.4%	+$2.6K	0.02%	390
2025 Q1	$738K	Buy	9,035 +904	+11%	+$72.2K	0.02%	367
2024 Q4	$639K	Sell	8,131 -261	-3%	-$21.2K	0.01%	375
2024 Q3	$697K	Sell	8,392 -239	-3%	-$19.2K	0.02%	361
2024 Q2	$661K	Sell	8,631 -3,400	-28%	-$259K	0.02%	353
2024 Q1	$919K	Buy	12,031 +1,721	+17%	+$127K	0.02%	309
2023 Q4	$743K	Buy	10,310 +208	+2%	+$14.4K	0.02%	291
2023 Q3	$695K	Sell	10,102 -94	-0.9%	-$6.88K	0.03%	283
2023 Q2	$756K	Sell	10,196 -1,571	-13%	-$118K	0.03%	272
2023 Q1	$879K	Buy	+11,767	New	+$861K	0.04%	242

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

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

Mission Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 16% in Q2 2026, buying an estimated $60.3K and bringing the position to 5,266 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #731.

Mission Wealth Management first reported a position in XLP in Q1 2023 and has held it in 14 quarters since. The position peaked at $919K in Q1 2024. 300 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Mission Wealth Management held 5,266 shares of State Street Consumer Staples Select Sector SPDR ETF worth $437K as of Q2 2026.
Mission Wealth Management bought 722 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $60.3K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #731 holding.
Mission Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Mission Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $919K in Q1 2024.
300 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.