Personal CFO Solutions’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Personal CFO Solutions’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	$780K	Sell	9,393 -455	-5%	-$38K	0.11%	160
2026 Q1	$807K	Buy	+9,848	New	+$829K	0.11%	159
2025 Q3	–	Sell	-11,939	Closed	-$967K	–	531
2025 Q2	$967K	Sell	11,939 -2,373	-17%	-$193K	0.18%	111
2025 Q1	$1.17M	Sell	14,312 -218	-2%	-$17.4K	0.24%	83
2024 Q4	$1.14M	Buy	14,530 +3,425	+31%	+$278K	0.22%	90
2024 Q3	$922K	Buy	11,105 +313	+3%	+$25.1K	0.13%	157
2024 Q2	$826K	Sell	10,792 -243	-2%	-$18.5K	0.13%	155
2024 Q1	$843K	Sell	11,035 -2,066	-16%	-$153K	0.13%	155
2023 Q4	$944K	Buy	+13,101	New	+$908K	0.16%	127
2023 Q1	–	Sell	-21,937	Closed	-$1.64M	–	511
2022 Q4	$1.64M	Buy	+21,937	New	+$1.6M	0.35%	58
2022 Q2	–	Sell	-18,477	Closed	-$1.4M	–	500
2022 Q1	$1.4M	Buy	18,477 +761	+4%	+$57.3K	0.28%	66
2021 Q4	$1.37M	Sell	17,716 -1,058	-6%	-$76.7K	0.26%	72
2021 Q3	$1.29M	Buy	18,774 +3,969	+27%	+$283K	0.26%	77
2021 Q2	$1.04M	Sell	14,805 -1,781	-11%	-$125K	0.21%	92
2021 Q1	$1.13M	Sell	16,586 -1,224	-7%	-$80.5K	0.24%	77
2020 Q4	$1.2M	Buy	17,810 +230	+1%	+$15.2K	0.3%	73
2020 Q3	$1M	Buy	+17,580	New	+$1.11M	0.33%	130
2020 Q1	–	Sell	-20,614	Closed	-$1.3M	–	382
2019 Q4	$1.3M	Sell	20,614 -1,044	-5%	-$64.3K	0.37%	56
2019 Q3	$1.33M	Buy	+21,658	New	+$1.3M	0.53%	37

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

Personal CFO Solutions's XLP Position: Q2 2026 in Review

Personal CFO Solutions reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.6% in Q2 2026, selling an estimated $38K and leaving 9,393 shares worth $780K. The position accounts for 0.11% of the portfolio, ranked #160.

Personal CFO Solutions first reported a position in XLP in Q3 2019 and has held it in 19 quarters since. The position peaked at $1.64M in Q4 2022. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Personal CFO Solutions held 9,393 shares of State Street Consumer Staples Select Sector SPDR ETF worth $780K as of Q2 2026.
Personal CFO Solutions sold 455 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $38K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.11% of Personal CFO Solutions's portfolio in Q2 2026, its #160 holding.
Personal CFO Solutions first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2019 and has held it in 19 quarters since.
Personal CFO Solutions's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.64M in Q4 2022.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.