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

New Wave Wealth Advisors’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	$1.11M	Sell	13,309 -1,810	-12%	-$151K	0.3%	73
2026 Q1	$1.24M	Buy	15,119 +3,140	+26%	+$264K	0.43%	49
2025 Q4	$931K	Buy	11,979 +236	+2%	+$18.4K	0.34%	62
2025 Q3	$920K	Buy	11,743 +59	+0.5%	+$4.77K	0.36%	55
2025 Q2	$946K	Buy	11,684 +106	+0.9%	+$8.6K	0.4%	48
2025 Q1	$946K	Buy	11,578 +2,104	+22%	+$168K	0.42%	46
2024 Q4	$745K	Sell	9,474 -61	-0.6%	-$4.95K	0.31%	52
2024 Q3	$791K	Buy	9,535 +75	+0.8%	+$6.02K	0.36%	47
2024 Q2	$724K	Buy	+9,460	New	+$722K	0.39%	50

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

New Wave Wealth Advisors's XLP Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 12% in Q2 2026, selling an estimated $151K and leaving 13,309 shares worth $1.11M. The position accounts for 0.3% of the portfolio, ranked #73.

New Wave Wealth Advisors first reported a position in XLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q1 2026. 468 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

New Wave Wealth Advisors held 13,309 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.11M as of Q2 2026.
New Wave Wealth Advisors sold 1,810 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $151K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.3% of New Wave Wealth Advisors's portfolio in Q2 2026, its #73 holding.
New Wave Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.24M in Q1 2026.
468 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.