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

Potentia Wealth’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	–	Sell	-4,307	Closed	-$353K	–	97
2026 Q1	$353K	Hold	4,307	–	–	0.14%	73
2025 Q4	$335K	Hold	4,307	–	–	0.12%	75
2025 Q3	$338K	Hold	4,307	–	–	0.13%	78
2025 Q2	$349K	Hold	4,307	–	–	0.2%	56
2025 Q1	$352K	Sell	4,307 -46	-1%	-$3.67K	0.16%	70
2024 Q4	$342K	Buy	+4,353	New	+$353K	0.15%	78

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

Potentia Wealth's XLP Position: Q2 2026 in Review

Potentia Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 4,307 shares — an estimated $353K sold.

Potentia Wealth first reported a position in XLP in Q4 2024 and held it in 6 quarters. The position peaked at $353K in Q1 2026. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Potentia Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 4,307 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $353K.
Potentia Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Potentia Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $353K in Q1 2026.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.