Sharkey, Howes & Javer’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sharkey, Howes & Javer’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	$243K	Hold	2,931	–	–	0.03%	152
2026 Q1	$240K	Hold	2,931	–	–	0.03%	142
2025 Q4	$228K	Hold	2,931	–	–	0.03%	148
2025 Q3	$230K	Hold	2,931	–	–	0.03%	149
2025 Q2	$237K	Hold	2,931	–	–	0.03%	142
2025 Q1	$239K	Hold	2,931	–	–	0.03%	138
2024 Q4	$230K	Hold	2,931	–	–	0.03%	136
2024 Q3	$243K	Buy	+2,931	New	+$235K	0.03%	134
2018 Q2	–	Sell	-127	Closed	-$6K	–	220
2018 Q1	$6K	Buy	127 +1	+0.8%	+$55	﹤0.01%	164
2017 Q4	$7K	Hold	126	–	–	﹤0.01%	160
2017 Q3	$7K	Buy	+126	New	+$6.92K	﹤0.01%	159

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

Sharkey, Howes & Javer's XLP Position: Q2 2026 in Review

Sharkey, Howes & Javer held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 2,931 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #152.

Sharkey, Howes & Javer first reported a position in XLP in Q3 2017 and has held it in 11 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Sharkey, Howes & Javer held 2,931 shares of State Street Consumer Staples Select Sector SPDR ETF worth $243K as of Q2 2026.
Sharkey, Howes & Javer 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 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #152 holding.
Sharkey, Howes & Javer first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2017 and has held it in 11 quarters since.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.