Narwhal Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Narwhal Capital 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	$630K	Hold	7,580	–	–	0.04%	117
2026 Q1	$621K	Hold	7,580	–	–	0.05%	114
2025 Q4	$589K	Sell	7,580 -805	-10%	-$62.8K	0.04%	116
2025 Q3	$657K	Sell	8,385 -625	-7%	-$50.5K	0.05%	115
2025 Q2	$730K	Sell	9,010 -34	-0.4%	-$2.76K	0.06%	113
2025 Q1	$739K	Hold	9,044	–	–	0.07%	116
2024 Q4	$711K	Buy	9,044 +34	+0.4%	+$2.76K	0.06%	116
2024 Q3	$748K	Sell	9,010 -1,150	-11%	-$92.3K	0.07%	112
2024 Q2	$778K	Hold	10,160	–	–	0.07%	113
2024 Q1	$776K	Sell	10,160 -500	-5%	-$37K	0.08%	112
2023 Q4	$768K	Hold	10,660	–	–	0.08%	113
2023 Q3	$734K	Sell	10,660 -252	-2%	-$18.4K	0.09%	113
2023 Q2	$809K	Sell	10,912 -8,325	-43%	-$625K	0.1%	108
2023 Q1	$1.44M	Buy	19,237 +252	+1%	+$18.4K	0.18%	89
2022 Q4	$1.42M	Buy	+18,985	New	+$1.38M	0.19%	90

Other funds holding XLP

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

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

Narwhal Capital Management's XLP Position: Q2 2026 in Review

Narwhal Capital Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 7,580 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #117.

Narwhal Capital Management first reported a position in XLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q1 2023. 386 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Narwhal Capital Management held 7,580 shares of State Street Consumer Staples Select Sector SPDR ETF worth $630K as of Q2 2026.
Narwhal Capital Management 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 0.04% of Narwhal Capital Management's portfolio in Q2 2026, its #117 holding.
Narwhal Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Narwhal Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.44M in Q1 2023.
386 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.