Pettinga Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Pettinga Financial Advisors’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	$687K	Buy	+8,270	New	+$691K	0.11%	92
2026 Q1	–	Sell	-22,665	Closed	-$1.76M	–	159
2025 Q4	$1.76M	Sell	22,665 -1,061	-4%	-$82.8K	0.33%	53
2025 Q3	$1.86M	Buy	+23,726	New	+$1.92M	0.36%	50
2024 Q3	–	Sell	-10,918	Closed	-$836K	–	126
2024 Q2	$836K	Sell	10,918 -17,825	-62%	-$1.36M	0.21%	56
2024 Q1	$2.19M	Buy	28,743 +1,106	+4%	+$81.8K	0.56%	40
2023 Q4	$1.99M	Buy	+27,637	New	+$1.91M	0.53%	41
2022 Q1	–	Sell	-38,540	Closed	-$2.97M	–	120
2021 Q4	$2.97M	Buy	38,540 +940	+3%	+$68.1K	0.72%	34
2021 Q3	$2.59M	Sell	37,600 -10,675	-22%	-$761K	0.66%	36
2021 Q2	$3.38M	Sell	48,275 -16,320	-25%	-$1.14M	0.91%	28
2021 Q1	$4.41M	Buy	64,595 +23,845	+59%	+$1.57M	1.29%	23
2020 Q4	$2.75M	Buy	40,750 +14,850	+57%	+$981K	0.98%	26
2020 Q3	$1.66M	Sell	25,900 -17,835	-41%	-$1.13M	0.7%	30
2020 Q2	$2.56M	Buy	43,735 +3,000	+7%	+$175K	1.24%	22
2020 Q1	$2.22M	Buy	+40,735	New	+$2.47M	1.5%	16
2019 Q3	–	Sell	-7,250	Closed	-$421K	–	94
2019 Q2	$421K	Sell	7,250 -16,295	-69%	-$933K	0.22%	64
2019 Q1	$1.32M	Buy	23,545 +12,195	+107%	+$652K	0.71%	28
2018 Q4	$576K	Buy	+11,350	New	+$616K	0.38%	43

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

Pettinga Financial Advisors's XLP Position: Q2 2026 in Review

Pettinga Financial Advisors opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 8,270 shares worth $687K. The stake represents 0.11% of the portfolio and ranks #92 among its holdings. This is a return to the name: Pettinga Financial Advisors previously reported a position in XLP as recently as Q4 2025.

Pettinga Financial Advisors first reported a position in XLP in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.41M in Q1 2021. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Pettinga Financial Advisors held 8,270 shares of State Street Consumer Staples Select Sector SPDR ETF worth $687K as of Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Pettinga Financial Advisors position in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.11% of Pettinga Financial Advisors's portfolio in Q2 2026, its #92 holding.
Pettinga Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 17 quarters since.
Pettinga Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.41M in Q1 2021.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.