Moisand Fitzgerald Tamayo’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Moisand Fitzgerald Tamayo’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	$100K	Hold	1,207	–	–	0.01%	162
2026 Q1	$99K	Hold	1,207	–	–	0.01%	150
2025 Q4	$93.8K	Hold	1,207	–	–	0.01%	154
2025 Q3	$94.6K	Hold	1,207	–	–	0.01%	153
2025 Q2	$97.7K	Hold	1,207	–	–	0.01%	150
2025 Q1	$98.6K	Hold	1,207	–	–	0.01%	148
2024 Q4	$94.9K	Hold	1,207	–	–	0.01%	144
2024 Q3	$100K	Hold	1,207	–	–	0.01%	148
2024 Q2	$92.4K	Hold	1,207	–	–	0.01%	138
2024 Q1	$92.2K	Hold	1,207	–	–	0.01%	138
2023 Q4	$86.9K	Hold	1,207	–	–	0.02%	138
2023 Q3	$83.1K	Hold	1,207	–	–	0.02%	137
2023 Q2	$89.5K	Hold	1,207	–	–	0.02%	132
2023 Q1	$90.2K	Hold	1,207	–	–	0.02%	132
2022 Q4	$90K	Hold	1,207	–	–	0.02%	125
2022 Q3	$81K	Hold	1,207	–	–	0.02%	127
2022 Q2	$87K	Buy	1,207 +857	+245%	+$64.3K	0.02%	126
2022 Q1	$27K	Hold	350	–	–	0.01%	125
2021 Q4	$27K	Hold	350	–	–	0.01%	189
2021 Q3	$24K	Hold	350	–	–	0.01%	188
2021 Q2	$24K	Hold	350	–	–	0.01%	196
2021 Q1	$24K	Hold	350	–	–	0.01%	161
2020 Q4	$24K	Hold	350	–	–	0.01%	160
2020 Q3	$22K	Hold	350	–	–	0.01%	156
2020 Q2	$21K	Hold	350	–	–	0.01%	150
2020 Q1	$19K	Hold	350	–	–	0.01%	153
2019 Q4	$22K	Hold	350	–	–	0.01%	159
2019 Q3	$21K	Hold	350	–	–	0.01%	158
2019 Q2	$20K	Hold	350	–	–	0.01%	158
2019 Q1	$20K	Hold	350	–	–	0.01%	162
2018 Q4	$18K	Hold	350	–	–	0.01%	161
2018 Q3	$19K	Hold	350	–	–	0.01%	171
2018 Q2	$18K	Hold	350	–	–	0.01%	162
2018 Q1	$18K	Hold	350	–	–	0.01%	172
2017 Q4	$20K	Hold	350	–	–	0.01%	151
2017 Q3	$19K	Buy	+350	New	+$19.2K	0.01%	165
2016 Q2	–	Sell	-350	Closed	-$19K	–	204
2016 Q1	$19K	Hold	350	–	–	0.02%	133
2015 Q4	$18K	Buy	+350	New	+$17.4K	0.02%	130

Other funds holding XLP

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

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

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

Moisand Fitzgerald Tamayo's XLP Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 1,207 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #162.

Moisand Fitzgerald Tamayo first reported a position in XLP in Q4 2015 and has held it in 38 quarters since. 266 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Moisand Fitzgerald Tamayo held 1,207 shares of State Street Consumer Staples Select Sector SPDR ETF worth $100K as of Q2 2026.
Moisand Fitzgerald Tamayo left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #162 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and has held it in 38 quarters since.
266 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.