Occidental Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Occidental Asset 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 Q3	$687K	Buy	8,518 +1,518	+22%	+$128K	0.06%	170
2026 Q2	$582K	Buy	7,000 +2,225	+47%	+$186K	0.06%	178
2026 Q1	$391K	Sell	4,775 -2,896	-38%	-$244K	0.05%	191
2025 Q4	$596K	Sell	7,671 -81,204	-91%	-$6.34M	0.07%	145
2025 Q3	$6.97M	Sell	88,875 -423	-0.5%	-$34.2K	0.87%	25
2025 Q2	$7.23M	Buy	89,298 +83,622	+1,473%	+$6.78M	1%	23
2025 Q1	$464K	Buy	5,676 +60	+1%	+$4.79K	0.07%	139
2024 Q4	$441K	Buy	5,616 +650	+13%	+$52.8K	0.07%	141
2024 Q3	$412K	Buy	4,966 +1,256	+34%	+$101K	0.07%	150
2024 Q2	$284K	Buy	3,710 +731	+25%	+$55.8K	0.05%	165
2024 Q1	$227K	Buy	2,979 +110	+4%	+$8.13K	0.04%	179
2023 Q4	$207K	Buy	+2,869	New	+$199K	0.04%	195
2023 Q3	–	Sell	-3,107	Closed	-$230K	–	226
2023 Q2	$230K	Sell	3,107 -216	-7%	-$16.2K	0.05%	196
2023 Q1	$248K	Sell	3,323 -574	-15%	-$42K	0.06%	177
2022 Q4	$291K	Sell	3,897 -157	-4%	-$11.4K	0.08%	161
2022 Q3	$271K	Buy	4,054 +129	+3%	+$9.45K	0.08%	152
2022 Q2	$283K	Sell	3,925 -16,946	-81%	-$1.27M	0.08%	151
2022 Q1	$1.58M	Buy	20,871 +17,076	+450%	+$1.29M	0.41%	70
2021 Q4	$293K	Buy	+3,795	New	+$275K	0.07%	172
2016 Q4	–	Sell	-17,777	Closed	-$946K	–	138
2016 Q3	$946K	Buy	17,777 +416	+2%	+$22.7K	0.77%	33
2016 Q2	$957K	Buy	17,361 +7,350	+73%	+$391K	0.84%	32
2016 Q1	$531K	Hold	10,011	–	–	0.64%	37
2015 Q4	$505K	Hold	10,011	–	–	0.65%	37
2015 Q3	$472K	Hold	10,011	–	–	0.67%	35
2015 Q2	$477K	Hold	10,011	–	–	0.64%	39
2015 Q1	$488K	Buy	+10,011	New	+$491K	0.61%	39
2014 Q4	–	Sell	-10,011	Closed	-$452K	–	62
2014 Q3	$452K	Hold	10,011	–	–	0.74%	33
2014 Q2	$447K	Buy	+10,011	New	+$443K	0.77%	34

Other funds holding XLP

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Trust Asset Management Houston, Texas $1.64B AUM 22.7% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Occidental Asset Management's XLP Position: Q3 2026 in Review

Occidental Asset Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 22% in Q3 2026, buying an estimated $128K and bringing the position to 8,518 shares worth $687K. The position accounts for 0.06% of the portfolio, ranked #170.

Occidental Asset Management first reported a position in XLP in Q2 2014 and has held it in 28 quarters since. The position peaked at $7.23M in Q2 2025. 678 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Occidental Asset Management held 8,518 shares of State Street Consumer Staples Select Sector SPDR ETF worth $687K as of Q3 2026.
Occidental Asset Management bought 1,518 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $128K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Occidental Asset Management's portfolio in Q3 2026, its #170 holding.
Occidental Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2014 and has held it in 28 quarters since.
Occidental Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.23M in Q2 2025.
678 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.