Peterson Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Peterson Wealth 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 Q1	$1.33M	Sell	16,218 -93	-0.6%	-$7.83K	0.77%	25
2025 Q4	$1.27M	Sell	16,311 -1,463	-8%	-$114K	0.94%	23
2025 Q3	$1.39M	Buy	17,774 +614	+4%	+$49.6K	0.97%	26
2025 Q2	$1.39M	Sell	17,160 -18,385	-52%	-$1.49M	0.82%	29
2025 Q1	$2.9M	Buy	35,545 +510	+1%	+$40.7K	1.95%	20
2024 Q4	$2.75M	Buy	35,035 +1,961	+6%	+$159K	1.64%	21
2024 Q3	$2.75M	Buy	33,074 +1,048	+3%	+$84.1K	1.75%	22
2024 Q2	$2.45M	Buy	32,026 +772	+2%	+$58.9K	1.51%	25
2024 Q1	$2.39M	Buy	31,254 +2,016	+7%	+$149K	1.72%	20
2023 Q4	$2.11M	Buy	29,238 +1,450	+5%	+$100K	1.9%	18
2023 Q3	$1.91M	Buy	27,788 +1,506	+6%	+$110K	1.57%	17
2023 Q2	$1.95M	Buy	26,282 +3,084	+13%	+$231K	1.54%	15
2023 Q1	$1.73M	Sell	23,198 -510	-2%	-$37.3K	1.66%	18
2022 Q4	$1.77M	Sell	23,708 -2,872	-11%	-$209K	1.8%	16
2022 Q3	$1.77M	Buy	26,580 +5,354	+25%	+$392K	1.65%	16
2022 Q2	$1.53M	Sell	21,226 -16,953	-44%	-$1.27M	1.98%	18
2022 Q1	$2.9M	Sell	38,179 -1,834	-5%	-$138K	1.94%	14
2021 Q4	$3.08M	Buy	40,013 +2,018	+5%	+$146K	2.06%	16
2021 Q3	$2.62M	Buy	37,995 +521	+1%	+$37.1K	2.03%	15
2021 Q2	$2.62M	Buy	37,474 +18,628	+99%	+$1.3M	2.05%	15
2021 Q1	$1.29M	Sell	18,846 -13,207	-41%	-$868K	1.09%	26
2020 Q4	$2.16M	Buy	32,053 +810	+3%	+$53.5K	1.76%	20
2020 Q3	$2M	Sell	31,243 -6,225	-17%	-$393K	1.77%	19
2020 Q2	$2.2M	Buy	37,468 +6,524	+21%	+$381K	2.18%	18
2020 Q1	$1.69M	Buy	30,944 +9,076	+42%	+$551K	2.05%	20
2019 Q4	$1.38M	Buy	+21,868	New	+$1.35M	1.25%	24

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Peterson Wealth Management's XLP Position: Q1 2026 in Review

Peterson Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.57% in Q1 2026, selling an estimated $7.83K and leaving 16,218 shares worth $1.33M. The position accounts for 0.77% of the portfolio, ranked #25.

Peterson Wealth Management first reported a position in XLP in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.08M in Q4 2021. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Peterson Wealth Management held 16,218 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.33M as of Q1 2026.
Peterson Wealth Management sold 93 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $7.83K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.77% of Peterson Wealth Management's portfolio in Q1 2026, its #25 holding.
Peterson Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Peterson Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.08M in Q4 2021.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.