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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
Q1 		$9.94M 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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Money Concepts Capital's XLP Position: Q1 2026 in Review

Money Concepts Capital increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 28% in Q1 2026, buying an estimated $2.24M and bringing the position to 121,295 shares worth $9.94M. The position accounts for 0.55% of the portfolio, ranked #36.

Money Concepts Capital first reported a position in XLP in Q4 2020 and has held it in 20 quarters since. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Money Concepts Capital held 121,295 shares of State Street Consumer Staples Select Sector SPDR ETF worth $9.94M as of Q1 2026.
  • Money Concepts Capital bought 26,624 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $2.24M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.55% of Money Concepts Capital's portfolio in Q1 2026, its #36 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 20 quarters since.
  • 1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.