NWAM LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

NWAM LLC’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	$2.79M	Buy	33,533 +5,490	+20%	+$459K	0.14%	163
2026 Q1	$2.3M	Buy	28,043 +662	+2%	+$55.8K	0.13%	159
2025 Q4	$2.27M	Buy	27,381 +16,034	+141%	+$1.25M	0.13%	166
2025 Q3	$904K	Sell	11,347 -11,107	-49%	-$897K	0.05%	301
2025 Q2	$1.79M	Buy	22,454 +11,899	+113%	+$965K	0.1%	187
2025 Q1	$862K	Buy	10,555 +124	+1%	+$9.9K	0.07%	231
2024 Q4	$820K	Buy	10,431 +6,064	+139%	+$492K	0.05%	296
2024 Q3	$362K	Buy	+4,367	New	+$351K	0.02%	444
2024 Q1	–	Sell	-3,441	Closed	-$248K	–	611
2023 Q4	$248K	Sell	3,441 -3,160	-48%	-$219K	0.02%	481
2023 Q3	$454K	Sell	6,601 -1,236	-16%	-$90.5K	0.05%	318
2023 Q2	$581K	Sell	7,837 -14,123	-64%	-$1.06M	0.05%	306
2023 Q1	$1.64M	Sell	21,960 -5,497	-20%	-$402K	0.17%	128
2022 Q4	$2.05M	Sell	27,457 -6,868	-20%	-$500K	0.18%	125
2022 Q3	$2.29M	Buy	34,325 +15,785	+85%	+$1.16M	0.22%	106
2022 Q2	$1.35M	Buy	18,540 +11,563	+166%	+$868K	0.12%	162
2022 Q1	$530K	Buy	6,977 +1,909	+38%	+$144K	0.04%	319
2021 Q4	$391K	Buy	5,068 +1,525	+43%	+$111K	0.03%	368
2021 Q3	$244K	Buy	3,543 +412	+13%	+$29.4K	0.02%	437
2021 Q2	$219K	Buy	3,131 +86	+3%	+$6.02K	0.02%	435
2021 Q1	$208K	Sell	3,045 -315	-9%	-$20.7K	0.02%	453
2020 Q4	$227K	Buy	+3,360	New	+$222K	0.03%	402
2020 Q3	–	Sell	-3,709	Closed	-$218K	–	431
2020 Q2	$218K	Buy	+3,709	New	+$216K	0.03%	367

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NWAM LLC's XLP Position: Q2 2026 in Review

NWAM LLC increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 20% in Q2 2026, buying an estimated $459K and bringing the position to 33,533 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #163.

NWAM LLC first reported a position in XLP in Q2 2020 and has held it in 22 quarters since. 1,240 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

NWAM LLC held 33,533 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.79M as of Q2 2026.
NWAM LLC bought 5,490 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $459K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.14% of NWAM LLC's portfolio in Q2 2026, its #163 holding.
NWAM LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and has held it in 22 quarters since.
1,240 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.