Portfolio Resources Advisor Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Portfolio Resources Advisor Group’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	$57.3K	Sell	690 -4,309	-86%	-$360K	0.05%	111
2026 Q1	$410K	Buy	4,999 +20	+0.4%	+$1.68K	0.41%	43
2025 Q4	$387K	Buy	+4,979	New	+$389K	0.39%	38

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

Portfolio Resources Advisor Group's XLP Position: Q2 2026 in Review

Portfolio Resources Advisor Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 86% in Q2 2026, selling an estimated $360K and leaving 690 shares worth $57.3K. The position accounts for 0.05% of the portfolio, ranked #111.

Portfolio Resources Advisor Group first reported a position in XLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $410K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Portfolio Resources Advisor Group held 690 shares of State Street Consumer Staples Select Sector SPDR ETF worth $57.3K as of Q2 2026.
Portfolio Resources Advisor Group sold 4,309 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $360K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #111 holding.
Portfolio Resources Advisor Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Portfolio Resources Advisor Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $410K in Q1 2026.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.