SDWIA
XLP icon

Schwarz Dygos Wheeler Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q1 		$297K Sell
3,622
-400
-10% -$33.7K 0.06% 130
2025
Q4 		$312K Sell
4,022
-141
-3% -$11K 0.06% 130
2025
Q3 		$326K Sell
4,163
-28,492
-87% -$2.3M 0.07% 126
2025
Q2 		$2.64M Sell
32,655
-28
-0.1% -$2.27K 0.6% 40
2025
Q1 		$2.67M Hold
32,683
– – 0.63% 36
2024
Q4 		$2.57M Sell
32,683
-166
-0.5% -$13.5K 0.63% 37
2024
Q3 		$2.73M Sell
32,849
-404
-1% -$32.4K 0.68% 33
2024
Q2 		$2.55M Buy
33,253
+111
+0.3% +$8.47K 0.68% 33
2024
Q1 		$2.53M Sell
33,142
-31
-0.1% -$2.29K 0.71% 35
2023
Q4 		$2.39M Sell
33,173
-123
-0.4% -$8.52K 0.74% 35
2023
Q3 		$2.29M Sell
33,296
-130
-0.4% -$9.52K 0.78% 34
2023
Q2 		$2.48M Sell
33,426
-275
-0.8% -$20.6K 0.82% 33
2023
Q1 		$2.52M Hold
33,701
– – 0.91% 29
2022
Q4 		$2.51M Buy
33,701
+114
+0.3% +$8.31K 0.99% 29
2022
Q3 		$2.24M Sell
33,587
-10
-0% -$733 0.99% 25
2022
Q2 		$2.42M Hold
33,597
– – 0.97% 26
2022
Q1 		$2.55M Sell
33,597
-15
-0% -$1.13K 0.86% 30
2021
Q4 		$2.59M Sell
33,612
-205
-0.6% -$14.9K 0.88% 32
2021
Q3 		$2.33M Sell
33,817
-140
-0.4% -$9.98K 0.85% 35
2021
Q2 		$2.38M Sell
33,957
-15
-0% -$1.05K 0.86% 36
2021
Q1 		$2.32M Sell
33,972
-104
-0.3% -$6.84K 0.96% 29
2020
Q4 		$2.3M Buy
34,076
+114
+0.3% +$7.53K 1.11% 26
2020
Q3 		$2.18M Sell
33,962
-585
-2% -$36.9K 1.23% 22
2020
Q2 		$2.08M Sell
34,547
-585
-2% -$34.1K 1.36% 18
2020
Q1 		$1.91M Sell
35,132
-150
-0.4% -$9.1K 1.62% 16
2019
Q4 		$2.22M Buy
35,282
+40
+0.1% +$2.46K 1.52% 19
2019
Q3 		$2.17M Sell
35,242
-375
-1% -$22.5K 1.72% 16
2019
Q2 		$2.07M Hold
35,617
– – 1.71% 15
2019
Q1 		$2M Buy
35,617
+19
+0.1% +$1.02K 1.72% 17
2018
Q4 		$1.81M Buy
+35,598
New +$1.93M 1.95% 13

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's XLP Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 9.9% in Q1 2026, selling an estimated $33.7K and leaving 3,622 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #130.

Schwarz Dygos Wheeler Investment Advisors first reported a position in XLP in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.73M in Q3 2024. 1,251 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 3,622 shares of State Street Consumer Staples Select Sector SPDR ETF worth $297K as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 400 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $33.7K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #130 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.73M in Q3 2024.
  • 1,251 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.