Rooted Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Rooted Wealth Advisors's XLP Position: Q2 2026 in Review
Rooted Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.9% in Q2 2026, buying an estimated $187K and bringing the position to 59,004 shares worth $4.9M. The position accounts for 1.2% of the portfolio, ranked #22.
Rooted Wealth Advisors first reported a position in XLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q2 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.
- Rooted Wealth Advisors held 59,004 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.9M as of Q2 2026.
- Rooted Wealth Advisors bought 2,239 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $187K.
- State Street Consumer Staples Select Sector SPDR ETF made up 1.2% of Rooted Wealth Advisors's portfolio in Q2 2026, its #22 holding.
- Rooted Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
- Rooted Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10.3M 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 Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.