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 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 $1.37T 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 $424B AUM 22.96% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Potentia Wealth's XLP Position: Q1 2026 in Review

Potentia Wealth held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 4,307 shares worth $353K. The position accounts for 0.14% of the portfolio, ranked #73.

Potentia Wealth first reported a position in XLP in Q4 2024 and has held it in 6 quarters since. 1,252 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Potentia Wealth held 4,307 shares of State Street Consumer Staples Select Sector SPDR ETF worth $353K as of Q1 2026.
Potentia Wealth left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.14% of Potentia Wealth's portfolio in Q1 2026, its #73 holding.
Potentia Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,252 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.