Paragon Financial Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Paragon Financial Partners’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	$397K	Buy	4,668 +24	+0.5%	+$2K	0.21%	60
2026 Q1	$378K	Buy	4,644 +19	+0.4%	+$1.6K	0.21%	57
2025 Q4	$359K	Buy	4,625 +28	+0.6%	+$2.19K	0.22%	59
2025 Q3	$360K	Buy	4,597 +24	+0.5%	+$1.94K	0.23%	57
2025 Q2	$370K	Buy	4,573 +23	+0.5%	+$1.87K	0.25%	56
2025 Q1	$372K	Sell	4,550 -1,438	-24%	-$115K	0.29%	51
2024 Q4	$471K	Sell	5,988 -1,622	-21%	-$132K	0.35%	38
2024 Q3	$632K	Buy	7,610 +24	+0.3%	+$1.93K	0.46%	40
2024 Q2	$581K	Sell	7,586 -161	-2%	-$12.3K	0.45%	39
2024 Q1	$592K	Buy	7,747 +884	+13%	+$65.4K	0.49%	37
2023 Q4	$494K	Buy	6,863 +37	+0.5%	+$2.56K	0.47%	37
2023 Q3	$470K	Sell	6,826 -1,242	-15%	-$90.9K	0.49%	38
2023 Q2	$598K	Sell	8,068 -1,050	-12%	-$78.8K	0.57%	32
2023 Q1	$681K	Buy	9,118 +26	+0.3%	+$1.9K	0.71%	24
2022 Q4	$678K	Sell	9,092 -87	-0.9%	-$6.34K	0.75%	23
2022 Q3	$612K	Sell	9,179 -341	-4%	-$25K	0.69%	24
2022 Q2	$687K	Buy	9,520 +40	+0.4%	+$3K	0.71%	24
2022 Q1	$719K	Buy	9,480 +25	+0.3%	+$1.88K	0.63%	26
2021 Q4	$729K	Buy	+9,455	New	+$685K	0.6%	29

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

Paragon Financial Partners's XLP Position: Q2 2026 in Review

Paragon Financial Partners increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.52% in Q2 2026, buying an estimated $2K and bringing the position to 4,668 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #60.

Paragon Financial Partners first reported a position in XLP in Q4 2021 and has held it in 19 quarters since. The position peaked at $729K in Q4 2021. 1,244 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Paragon Financial Partners held 4,668 shares of State Street Consumer Staples Select Sector SPDR ETF worth $397K as of Q2 2026.
Paragon Financial Partners bought 24 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.21% of Paragon Financial Partners's portfolio in Q2 2026, its #60 holding.
Paragon Financial Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Paragon Financial Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $729K in Q4 2021.
1,244 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.