Shulman DeMeo Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Shulman DeMeo Asset Management’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	$553K	Sell	6,658 -6	-0.1%	-$501	0.1%	70
2026 Q1	$546K	Sell	6,664 -2	-0%	-$168	0.12%	67
2025 Q4	$518K	Buy	6,666 +89	+1%	+$6.95K	0.12%	63
2025 Q3	$515K	Buy	6,577 +6	+0.1%	+$485	0.12%	62
2025 Q2	$532K	Sell	6,571 -7	-0.1%	-$568	0.13%	61
2025 Q1	$537K	Buy	6,578 +4	+0.1%	+$319	0.15%	60
2024 Q4	$517K	Buy	6,574 +6	+0.1%	+$487	0.14%	60
2024 Q3	$545K	Buy	6,568 +4	+0.1%	+$321	0.13%	63
2024 Q2	$503K	Sell	6,564 -800	-11%	-$61K	0.13%	58
2024 Q1	$562K	Sell	7,364 -111	-1%	-$8.21K	0.15%	56
2023 Q4	$538K	Buy	7,475 +627	+9%	+$43.4K	0.15%	59
2023 Q3	$471K	Sell	6,848 -2,217	-24%	-$162K	0.16%	60
2023 Q2	$672K	Sell	9,065 -959	-10%	-$72K	0.2%	42
2023 Q1	$749K	Sell	10,024 -1,363	-12%	-$99.7K	0.24%	41
2022 Q4	$849K	Buy	11,387 +882	+8%	+$64.3K	0.28%	35
2022 Q3	$701K	Sell	10,505 -861	-8%	-$63.1K	0.25%	38
2022 Q2	$820K	Sell	11,366 -7,526	-40%	-$565K	0.27%	38
2022 Q1	$1.43M	Sell	18,892 -117	-0.6%	-$8.81K	0.4%	25
2021 Q4	$1.47M	Buy	+19,009	New	+$1.38M	0.38%	28
2021 Q3	–	Sell	-23,132	Closed	-$1.62M	–	138
2021 Q2	$1.62M	Sell	23,132 -148	-0.6%	-$10.4K	0.63%	13
2021 Q1	$1.59M	Sell	23,280 -10	-0%	-$658	0.43%	24
2020 Q4	$1.57M	Buy	23,290 +10,766	+86%	+$711K	0.45%	24
2020 Q3	$803K	Buy	12,524 +1,210	+11%	+$76.4K	0.27%	42
2020 Q2	$663K	Hold	11,314	–	–	0.26%	44
2020 Q1	$616K	Sell	11,314 -3,938	-26%	-$239K	0.29%	39
2019 Q4	$961K	Buy	15,252 +9,324	+157%	+$574K	0.33%	37
2019 Q3	$364K	Sell	5,928 -1,911	-24%	-$115K	0.12%	85
2019 Q2	$455K	Sell	7,839 -2,821	-26%	-$162K	0.17%	65
2019 Q1	$598K	Sell	10,660 -5,935	-36%	-$317K	0.23%	48
2018 Q4	$843K	Buy	+16,595	New	+$900K	0.47%	20

Other funds holding XLP

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Shulman DeMeo Asset Management's XLP Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.09% in Q2 2026, selling an estimated $501 and leaving 6,658 shares worth $553K. The position accounts for 0.1% of the portfolio, ranked #70.

Shulman DeMeo Asset Management first reported a position in XLP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.62M in Q2 2021. 275 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Shulman DeMeo Asset Management held 6,658 shares of State Street Consumer Staples Select Sector SPDR ETF worth $553K as of Q2 2026.
Shulman DeMeo Asset Management sold 6 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $501.
State Street Consumer Staples Select Sector SPDR ETF made up 0.1% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #70 holding.
Shulman DeMeo Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.62M in Q2 2021.
275 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.