Physician Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Physician Wealth 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	$33.3K	Buy	401 +3	+0.8%	+$251	﹤0.01%	530
2026 Q1	$32.6K	Buy	398 +2	+0.5%	+$168	﹤0.01%	499
2025 Q4	$30.7K	Buy	396 +4	+1%	+$312	﹤0.01%	487
2025 Q3	$30.8K	Buy	392 +2	+0.5%	+$162	﹤0.01%	474
2025 Q2	$31.6K	Buy	390 +3	+0.8%	+$243	0.01%	427
2025 Q1	$31.6K	Buy	387 +2	+0.5%	+$160	0.01%	408
2024 Q4	$30.3K	Buy	+385	New	+$31.3K	0.01%	426

Other funds holding XLP

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Physician Wealth Advisors's XLP Position: Q2 2026 in Review

Physician Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.75% in Q2 2026, buying an estimated $251 and bringing the position to 401 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Physician Wealth Advisors first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. 266 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Physician Wealth Advisors held 401 shares of State Street Consumer Staples Select Sector SPDR ETF worth $33.3K as of Q2 2026.
Physician Wealth Advisors bought 3 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $251.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #530 holding.
Physician Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
266 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.