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SACKS & ASSOCIATES, LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$6.62M Sell
77,857
-3,287
-4% -$275K 4.47% 3
2026
Q1 		$6.65M Buy
81,144
+5
+0% +$421 4.95% 2
2025
Q4 		$6.3M Buy
+81,139
New +$6.33M 4.63% 2

Other funds holding XLP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
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

SACKS & ASSOCIATES, LLC's XLP Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.1% in Q2 2026, selling an estimated $275K and leaving 77,857 shares worth $6.62M. The position accounts for 4.47% of the portfolio, ranked #3.

SACKS & ASSOCIATES, LLC first reported a position in XLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.65M in Q1 2026. 738 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 77,857 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.62M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC sold 3,287 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $275K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 4.47% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #3 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.65M in Q1 2026.
  • 738 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.