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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.03M Buy
24,789
+1,038
+4% +$87.4K 1.42% 22
2025
Q4
$1.85M Sell
23,751
-43
-0.2% -$3.36K 1.1% 30
2025
Q3
$1.86M Sell
23,794
-1,223
-5% -$98.8K 1.19% 27
2025
Q2
$2.03M Sell
25,017
-1,646
-6% -$134K 1.38% 26
2025
Q1
$2.18M Sell
26,663
-120
-0.4% -$9.58K 1.69% 21
2024
Q4
$2.11M Sell
26,783
-707
-3% -$57.4K 1.6% 20
2024
Q3
$2.28M Sell
27,490
-70
-0.3% -$5.62K 1.66% 19
2024
Q2
$2.11M Sell
27,560
-612
-2% -$46.7K 1.69% 17
2024
Q1
$2.15M Sell
28,172
-5,167
-15% -$382K 1.72% 19
2023
Q4
$2.4M Sell
33,339
-1,667
-5% -$115K 2.26% 15
2023
Q3
$2.41M Sell
35,006
-42,402
-55% -$3.1M 2.91% 10
2023
Q2
$5.74M Buy
77,408
+70,051
+952% +$5.26M 6.29% 1
2023
Q1
$550K Buy
7,357
+390
+6% +$28.5K 0.68% 38
2022
Q4
$519K Buy
6,967
+532
+8% +$38.8K 0.8% 32
2022
Q3
$428K Buy
6,435
+285
+5% +$20.9K 0.76% 36
2022
Q2
$443K Hold
6,150
0.64% 40
2022
Q1
$469K Buy
6,150
+377
+7% +$28.4K 0.44% 44
2021
Q4
$445K Buy
+5,773
New +$418K 0.36% 59

Other funds holding XLP

Primoris Wealth Advisors's XLP Position: Q1 2026 in Review

Primoris Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.4% in Q1 2026, buying an estimated $87.4K and bringing the position to 24,789 shares worth $2.03M. The position accounts for 1.42% of the portfolio, ranked #22.

Primoris Wealth Advisors first reported a position in XLP in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.74M in Q2 2023. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Primoris Wealth Advisors held 24,789 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.03M as of Q1 2026.
  • Primoris Wealth Advisors bought 1,038 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $87.4K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.42% of Primoris Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Primoris Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Primoris Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.74M in Q2 2023.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.