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

Roberts Wealth Advisors’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	$484K	Sell	5,830 -1,624	-22%	-$136K	0.11%	84
2026 Q1	$611K	Sell	7,454 -52	-0.7%	-$4.38K	0.16%	77
2025 Q4	$583K	Buy	7,506 +158	+2%	+$12.3K	0.15%	76
2025 Q3	$576K	Sell	7,348 -7	-0.1%	-$566	0.15%	74
2025 Q2	$596K	Buy	7,355 +39	+0.5%	+$3.16K	0.17%	71
2025 Q1	$598K	Sell	7,316 -91	-1%	-$7.26K	0.18%	74
2024 Q4	$565K	Sell	7,407 -2,349	-24%	-$191K	0.17%	71
2024 Q3	$791K	Sell	9,756 -239	-2%	-$19.2K	0.26%	65
2024 Q2	$770K	Sell	9,995 -469	-4%	-$35.8K	0.26%	63
2024 Q1	$765K	Buy	10,464 +139	+1%	+$10.3K	0.29%	67
2023 Q4	$2.25M	Buy	10,325 +63	+0.6%	+$4.36K	0.35%	52
2023 Q3	$693K	Sell	10,262 -550	-5%	-$40.3K	0.3%	66
2023 Q2	$802K	Sell	10,812 -368	-3%	-$27.6K	0.35%	60
2023 Q1	$838K	Buy	11,180 +29	+0.3%	+$2.12K	0.38%	60
2022 Q4	$828K	Sell	11,151 -301	-3%	-$21.9K	0.4%	61
2022 Q3	$773K	Buy	11,452 +102	+0.9%	+$7.47K	0.38%	62
2022 Q2	$827K	Buy	11,350 +151	+1%	+$11.3K	0.36%	64
2022 Q1	$858K	Sell	11,199 -56	-0.5%	-$4.22K	0.34%	71
2021 Q4	$868K	Buy	11,255 +196	+2%	+$14.2K	0.31%	73
2021 Q3	$761K	Buy	+11,059	New	+$788K	0.3%	71

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Roberts Wealth Advisors's XLP Position: Q2 2026 in Review

Roberts Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 22% in Q2 2026, selling an estimated $136K and leaving 5,830 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #84.

Roberts Wealth Advisors first reported a position in XLP in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.25M in Q4 2023. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Roberts Wealth Advisors held 5,830 shares of State Street Consumer Staples Select Sector SPDR ETF worth $484K as of Q2 2026.
Roberts Wealth Advisors sold 1,624 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $136K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.11% of Roberts Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Roberts Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Roberts Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.25M in Q4 2023.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.