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Private Wealth Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Private Wealth Group’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 		$2.31M Hold
27,866
– – 0.89% 21
2026
Q1 		$2.28M Sell
27,866
-364
-1% -$30.7K 1.07% 18
2025
Q4 		$2.19M Buy
28,230
+558
+2% +$43.6K 1.05% 19
2025
Q3 		$2.17M Hold
27,672
– – 1.08% 20
2025
Q2 		$2.24M Sell
27,672
-123
-0.4% -$9.98K 1.19% 15
2025
Q1 		$2.27M Sell
27,795
-9,416
-25% -$752K 1.33% 15
2024
Q4 		$2.93M Hold
37,211
– – 1.43% 14
2024
Q3 		$3.09M Hold
37,211
– – 1.54% 13
2024
Q2 		$2.85M Hold
37,211
– – 1.5% 15
2024
Q1 		$2.84M Sell
37,211
-500
-1% -$37K 1.47% 15
2023
Q4 		$2.72M Hold
37,711
– – 1.54% 15
2023
Q3 		$2.59M Sell
37,711
-29,153
-44% -$2.13M 1.7% 16
2023
Q2 		$4.96M Sell
66,864
-917
-1% -$68.8K 5.1% 7
2023
Q1 		$5.06M Hold
67,781
– – 6.97% 4
2022
Q4 		$5.05M Buy
67,781
+1,396
+2% +$102K 7.17% 3
2022
Q3 		$4.43M Buy
66,385
+17,029
+35% +$1.25M 6.92% 4
2022
Q2 		$3.56M Sell
49,356
-2,080
-4% -$156K 4.41% 6
2022
Q1 		$3.9M Buy
51,436
+1,328
+3% +$100K 2.87% 10
2021
Q4 		$3.86M Sell
50,108
-1,384
-3% -$100K 2.62% 9
2021
Q3 		$3.54M Buy
51,492
+1,271
+3% +$90.6K 2.34% 10
2021
Q2 		$3.51M Buy
50,221
+6,640
+15% +$465K 2.32% 10
2021
Q1 		$2.98M Buy
43,581
+1,902
+5% +$125K 2.13% 10
2020
Q4 		$2.81M Buy
41,679
+1,953
+5% +$129K 2.34% 10
2020
Q3 		$2.55M Sell
39,726
-452
-1% -$28.5K 2.06% 9
2020
Q2 		$2.36M Buy
40,178
+7,482
+23% +$437K 1.93% 6
2020
Q1 		$1.78M Sell
32,696
-113,559
-78% -$6.89M 2.09% 6
2019
Q4 		$9.21M Sell
146,255
-1,609
-1% -$99.1K 9.58% 4
2019
Q3 		$9.08M Sell
147,864
-1,490
-1% -$89.6K 8.13% 4
2019
Q2 		$8.67M Sell
149,354
-4,376
-3% -$251K 7.9% 4
2019
Q1 		$8.63M Buy
153,730
+132,971
+641% +$7.11M 7.91% 4
2018
Q4 		$1.05M Sell
20,759
-142,248
-87% -$7.72M 1.03% 17
2018
Q3 		$8.79M Buy
163,007
+141,893
+672% +$7.61M 9.05% 3
2018
Q2 		$1.09M Sell
21,114
-749
-3% -$38K 1.04% 21
2018
Q1 		$1.15M Sell
21,863
-111,605
-84% -$6.15M 1.96% 14
2017
Q4 		$7.59M Buy
+133,468
New +$7.33M 8.75% 4

Other funds holding XLP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Private Wealth Group's XLP Position: Q2 2026 in Review

Private Wealth Group held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 27,866 shares worth $2.31M. The position accounts for 0.89% of the portfolio, ranked #21.

Private Wealth Group first reported a position in XLP in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.21M in Q4 2019. 508 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Private Wealth Group held 27,866 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.31M as of Q2 2026.
  • Private Wealth Group left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.89% of Private Wealth Group's portfolio in Q2 2026, its #21 holding.
  • Private Wealth Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
  • Private Wealth Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $9.21M in Q4 2019.
  • 508 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.