Navis Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.89M Buy
23,038
+110
+0.5% +$9.26K 0.96% 22
2025
Q4
$1.78M Buy
22,928
+155
+0.7% +$12.1K 0.75% 27
2025
Q3
$1.78M Buy
22,773
+132
+0.6% +$10.7K 1.33% 12
2025
Q2
$1.83M Buy
22,641
+129
+0.6% +$10.5K 1.54% 11
2025
Q1
$1.84M Buy
22,512
+100
+0.4% +$7.98K 1.81% 10
2024
Q4
$1.76M Buy
22,412
+142
+0.6% +$11.5K 1.92% 10
2024
Q3
$1.85M Buy
22,270
+99
+0.4% +$7.95K 2% 9
2024
Q2
$1.7M Buy
22,171
+140
+0.6% +$10.7K 1.95% 8
2024
Q1
$1.68M Buy
22,031
+133
+0.6% +$9.84K 2.02% 9
2023
Q4
$1.58M Buy
21,898
+138
+0.6% +$9.56K 2.06% 8
2023
Q3
$1.5M Buy
21,760
+125
+0.6% +$9.15K 2.17% 8
2023
Q2
$1.6M Buy
21,635
+129
+0.6% +$9.68K 1.47% 9
2023
Q1
$1.61M Buy
21,506
+85
+0.4% +$6.22K 1.76% 9
2022
Q4
$1.6M Buy
21,421
+127
+0.6% +$9.25K 2.27% 9
2022
Q3
$1.42M Buy
21,294
+117
+0.6% +$8.57K 2.19% 8
2022
Q2
$1.53M Buy
21,177
+123
+0.6% +$9.23K 1.64% 12
2022
Q1
$1.6M Buy
21,054
+79
+0.4% +$5.95K 1.42% 15
2021
Q4
$1.62M Buy
20,975
+117
+0.6% +$8.48K 1.36% 16
2021
Q3
$1.44M Buy
20,858
+108
+0.5% +$7.7K 1% 24
2021
Q2
$1.45M Buy
20,750
+109
+0.5% +$7.63K 1.22% 19
2021
Q1
$1.41M Buy
20,641
+91
+0.4% +$5.98K 1.09% 24
2020
Q4
$1.39M Buy
+20,550
New +$1.36M 1.25% 19

Other funds holding XLP

Navis Wealth Advisors's XLP Position: Q1 2026 in Review

Navis Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.48% in Q1 2026, buying an estimated $9.26K and bringing the position to 23,038 shares worth $1.89M. The position accounts for 0.96% of the portfolio, ranked #22.

Navis Wealth Advisors first reported a position in XLP in Q4 2020 and has held it in 22 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Navis Wealth Advisors held 23,038 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.89M as of Q1 2026.
  • Navis Wealth Advisors bought 110 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $9.26K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.96% of Navis Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Navis Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.