PWAC
XLP icon

Private Wealth Advisors (California)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Private Wealth Advisors (California)’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 		$7.33M Sell
89,366
-61,176
-41% -$5.15M 2.06% 12
2025
Q4 		$11.7M Buy
150,542
+27,173
+22% +$2.12M 3.74% 3
2025
Q3 		$9.67M Sell
123,369
-1,999
-2% -$162K 3.25% 4
2025
Q2 		$10.2M Buy
125,368
+37,469
+43% +$3.04M 3.73% 4
2025
Q1 		$7.18M Sell
87,899
-55,345
-39% -$4.42M 2.6% 11
2024
Q4 		$11.3M Buy
143,244
+2,860
+2% +$232K 4.42% 3
2024
Q3 		$11.6M Sell
140,384
-56,860
-29% -$4.57M 4.45% 4
2024
Q2 		$15M Buy
197,244
+49,365
+33% +$3.77M 5.78% 3
2024
Q1 		$11.3M Sell
147,879
-6,215
-4% -$460K 4.6% 3
2023
Q4 		$11.1M Buy
154,094
+11,795
+8% +$817K 4.33% 5
2023
Q3 		$9.79M Sell
142,299
-59,612
-30% -$4.36M 4.14% 6
2023
Q2 		$15M Buy
201,911
+2,150
+1% +$161K 6.12% 4
2023
Q1 		$14.9M Buy
199,761
+67,051
+51% +$4.9M 6.28% 4
2022
Q4 		$9.89M Sell
132,710
-14,215
-10% -$1.04M 3.33% 8
2022
Q3 		$9.8M Buy
146,925
+631
+0.4% +$46.2K 4.56% 5
2022
Q2 		$11M Buy
146,294
+29,265
+25% +$2.2M 4.05% 6
2022
Q1 		$8.88M Buy
117,029
+17,631
+18% +$1.33M 2.83% 11
2021
Q4 		$7.67M Sell
99,398
-2,406
-2% -$174K 1.64% 18
2021
Q3 		$7.33M Buy
101,804
+24,343
+31% +$1.74M 1.75% 17
2021
Q2 		$5.42M Sell
77,461
-19,334
-20% -$1.35M 1.66% 17
2021
Q1 		$6.61M Sell
96,795
-38,603
-29% -$2.54M 2.24% 11
2020
Q4 		$8.96M Sell
135,398
-32,749
-19% -$2.16M 3.1% 11
2020
Q3 		$10.8M Buy
168,147
+20,433
+14% +$1.29M 5.58% 6
2020
Q2 		$8.66M Buy
147,714
+5,296
+4% +$309K 6.03% 4
2020
Q1 		$7.76M Buy
142,418
+11,804
+9% +$716K 6.36% 2
2019
Q4 		$8.23M Buy
130,614
+20,562
+19% +$1.27M 4.73% 8
2019
Q3 		$6.76M Buy
110,052
+20,700
+23% +$1.24M 4.4% 8
2019
Q2 		$5.01M Hold
89,352
– – 3.41% 8
2019
Q1 		$5.01M Buy
89,352
+14,271
+19% +$763K 3.41% 8
2018
Q4 		$3.81M Buy
+75,081
New +$4.07M 3.08% 9

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Wealth Advisors (California)'s XLP Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 41% in Q1 2026, selling an estimated $5.15M and leaving 89,366 shares worth $7.33M. The position accounts for 2.06% of the portfolio, ranked #12.

Private Wealth Advisors (California) first reported a position in XLP in Q4 2018 and has held it in 30 quarters since. The position peaked at $15M in Q2 2024. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Private Wealth Advisors (California) held 89,366 shares of State Street Consumer Staples Select Sector SPDR ETF worth $7.33M as of Q1 2026.
  • Private Wealth Advisors (California) sold 61,176 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $5.15M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 2.06% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #12 holding.
  • Private Wealth Advisors (California) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
  • Private Wealth Advisors (California)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $15M in Q2 2024.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.