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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
Q2 		$7.6M Buy
91,471
+2,105
+2% +$176K 1.94% 19
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Wealth Advisors (California)'s XLP Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.4% in Q2 2026, buying an estimated $176K and bringing the position to 91,471 shares worth $7.6M. The position accounts for 1.94% of the portfolio, ranked #19.

Private Wealth Advisors (California) first reported a position in XLP in Q4 2018 and has held it in 31 quarters since. The position peaked at $15M in Q2 2024. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Private Wealth Advisors (California) held 91,471 shares of State Street Consumer Staples Select Sector SPDR ETF worth $7.6M as of Q2 2026.
  • Private Wealth Advisors (California) bought 2,105 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $176K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.94% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #19 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 31 quarters since.
  • Private Wealth Advisors (California)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $15M in Q2 2024.
  • 1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.