Money Concepts Capital
XLP icon

Money Concepts Capital’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Money Concepts Capital’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
Q3 		$8.93M Sell
110,849
-1,361
-1% -$115K 0.41% 52
2026
Q2 		$9.32M Sell
112,210
-9,085
-7% -$759K 0.43% 44
2026
Q1 		$9.9M Buy
121,295
+26,624
+28% +$2.24M 0.55% 36
2025
Q4 		$7.35M Buy
94,671
+7,571
+9% +$591K 0.41% 49
2025
Q3 		$6.83M Sell
87,100
-2,865
-3% -$231K 0.42% 46
2025
Q2 		$7.28M Buy
89,965
+2,778
+3% +$225K 0.49% 40
2025
Q1 		$7.12M Sell
87,187
-442
-0.5% -$35.3K 0.53% 38
2024
Q4 		$6.89M Sell
87,629
-1,742
-2% -$141K 0.51% 43
2024
Q3 		$7.42M Buy
89,371
+630
+0.7% +$50.6K 0.56% 37
2024
Q2 		$6.8M Buy
88,741
+5,186
+6% +$396K 0.57% 38
2024
Q1 		$6.38M Buy
83,555
+1,904
+2% +$141K 0.59% 45
2023
Q4 		$5.88M Buy
81,651
+2,896
+4% +$201K 0.55% 54
2023
Q3 		$5.42M Buy
78,755
+19,318
+33% +$1.41M 0.57% 55
2023
Q2 		$4.41M Sell
59,437
-64,638
-52% -$4.85M 0.45% 71
2023
Q1 		$970K Buy
124,075
+52,120
+72% +$3.81M 0.05% 225
2022
Q4 		$5.36M Buy
71,955
+28,705
+66% +$2.09M 0.24% 82
2022
Q3 		$2.89M Buy
43,250
+10,541
+32% +$772K 0.17% 115
2022
Q2 		$2.4M Sell
32,709
-19,914
-38% -$1.49M 0.21% 108
2022
Q1 		$3.99M Buy
52,623
+48,234
+1,099% +$3.63M 0.23% 92
2021
Q4 		$338K Buy
+4,389
New +$318K 0.03% 375
2021
Q1 		$123K Sell
1,802
-411
-19% -$27K 0.01% 502
2020
Q4 		$149K Buy
+2,213
New +$146K 0.01% 440

Other funds holding XLP

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Money Concepts Capital's XLP Position: Q3 2026 in Review

Money Concepts Capital reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.2% in Q3 2026, selling an estimated $115K and leaving 110,849 shares worth $8.93M. The position accounts for 0.41% of the portfolio, ranked #52.

Money Concepts Capital first reported a position in XLP in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.9M in Q1 2026. 949 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • Money Concepts Capital held 110,849 shares of State Street Consumer Staples Select Sector SPDR ETF worth $8.93M as of Q3 2026.
  • Money Concepts Capital sold 1,361 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $115K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.41% of Money Concepts Capital's portfolio in Q3 2026, its #52 holding.
  • Money Concepts Capital first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Money Concepts Capital's State Street Consumer Staples Select Sector SPDR ETF position peaked at $9.9M in Q1 2026.
  • 949 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Money Concepts Capital's 13F filing for Q3 2026, filed 6 Nov 2026.