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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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. 1,250 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.
1,250 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.