Private Wealth Asset Management’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
Q2
$150K Sell
1,809
-8
-0.4% -$668 0.01% 290
2026
Q1
$149K Sell
1,817
-11
-0.6% -$926 0.02% 290
2025
Q4
$142K Sell
1,828
-73
-4% -$5.7K 0.02% 290
2025
Q3
$149K Sell
1,901
-37
-2% -$2.99K 0.02% 267
2025
Q2
$157K Buy
1,938
+1,180
+156% +$95.7K 0.02% 261
2025
Q1
$61.9K Buy
+758
New +$60.5K 0.01% 354

Other funds holding XLP

Private Wealth Asset Management's XLP Position: Q2 2026 in Review

Private Wealth Asset Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.44% in Q2 2026, selling an estimated $668 and leaving 1,809 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #290.

Private Wealth Asset Management first reported a position in XLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $157K in Q2 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Private Wealth Asset Management held 1,809 shares of State Street Consumer Staples Select Sector SPDR ETF worth $150K as of Q2 2026.
  • Private Wealth Asset Management sold 8 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $668.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #290 holding.
  • Private Wealth Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $157K in Q2 2025.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.