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Smith Salley Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Smith Salley Wealth 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 		$311K Hold
3,743
– – 0.01% 233
2026
Q1 		$307K Sell
3,743
-25
-0.7% -$2.1K 0.02% 221
2025
Q4 		$293K Sell
3,768
-125
-3% -$9.76K 0.01% 226
2025
Q3 		$305K Sell
3,893
-464
-11% -$37.5K 0.02% 221
2025
Q2 		$353K Buy
4,357
+441
+11% +$35.8K 0.02% 204
2025
Q1 		$320K Sell
3,916
-60
-2% -$4.79K 0.02% 200
2024
Q4 		$313K Sell
3,976
-30,264
-88% -$2.46M 0.02% 205
2024
Q3 		$2.84M Buy
34,240
+30,106
+728% +$2.42M 0.19% 82
2024
Q2 		$317K Sell
4,134
-77
-2% -$5.87K 0.02% 198
2024
Q1 		$322K Sell
4,211
-4
-0.1% -$296 0.03% 195
2023
Q4 		$304K Buy
4,215
+3
+0.1% +$208 0.02% 214
2023
Q3 		$290K Sell
4,212
-3
-0.1% -$220 0.02% 204
2023
Q2 		$313K Sell
4,215
-74
-2% -$5.55K 0.02% 193
2023
Q1 		$320K Buy
4,289
+47
+1% +$3.44K 0.03% 193
2022
Q4 		$316K Sell
4,242
-141
-3% -$10.3K 0.03% 190
2022
Q3 		$292K Hold
4,383
– – 0.03% 188
2022
Q2 		$316K Hold
4,383
– – 0.03% 188
2022
Q1 		$333K Sell
4,383
-230
-5% -$17.3K 0.03% 199
2021
Q4 		$356K Sell
4,613
-105
-2% -$7.61K 0.03% 202
2021
Q3 		$325K Sell
4,718
-116
-2% -$8.27K 0.03% 209
2021
Q2 		$338K Sell
4,834
-122
-2% -$8.54K 0.03% 209
2021
Q1 		$339K Sell
4,956
-233
-4% -$15.3K 0.03% 203
2020
Q4 		$350K Buy
5,189
+203
+4% +$13.4K 0.04% 179
2020
Q3 		$320K Hold
4,986
– – 0.04% 159
2020
Q2 		$292K Sell
4,986
-2,414
-33% -$141K 0.04% 161
2020
Q1 		$403K Sell
7,400
-206
-3% -$12.5K 0.07% 129
2019
Q4 		$479K Sell
7,606
-1,355
-15% -$83.5K 0.06% 131
2019
Q3 		$550K Sell
8,961
-186
-2% -$11.2K 0.08% 120
2019
Q2 		$531K Sell
9,147
-368
-4% -$21.1K 0.08% 120
2019
Q1 		$534K Buy
9,515
+513
+6% +$27.4K 0.09% 119
2018
Q4 		$457K Sell
9,002
-31
-0.3% -$1.68K 0.08% 116
2018
Q3 		$487K Sell
9,033
-127
-1% -$6.82K 0.08% 121
2018
Q2 		$472K Sell
9,160
-1,699
-16% -$86.3K 0.08% 118
2018
Q1 		$572K Sell
10,859
-372
-3% -$20.5K 0.1% 111
2017
Q4 		$639K Sell
11,231
-7,555
-40% -$415K 0.11% 108
2017
Q3 		$1.01M Sell
18,786
-1,200
-6% -$65.9K 0.19% 95
2017
Q2 		$1.1M Buy
19,986
+125
+0.6% +$6.95K 0.22% 96
2017
Q1 		$1.08M Sell
19,861
-154
-0.8% -$8.28K 0.22% 94
2016
Q4 		$1.03M Buy
20,015
+345
+2% +$17.9K 0.22% 95
2016
Q3 		$1.05M Sell
19,670
-131
-0.7% -$7.13K 0.23% 92
2016
Q2 		$1.09M Sell
19,801
-11
-0.1% -$585 0.25% 93
2016
Q1 		$1.05M Sell
19,812
-413
-2% -$21K 0.26% 92
2015
Q4 		$1.02M Sell
20,225
-1,884
-9% -$93.6K 0.25% 95
2015
Q3 		$1.04M Sell
22,109
-1,439
-6% -$69.9K 0.28% 93
2015
Q2 		$1.12M Sell
23,548
-357
-1% -$17.4K 0.29% 94
2015
Q1 		$1.17M Sell
23,905
-409
-2% -$20.1K 0.3% 92
2014
Q4 		$1.18M Sell
24,314
-2,700
-10% -$128K 0.31% 92
2014
Q3 		$1.22M Buy
27,014
+206
+0.8% +$9.24K 0.32% 92
2014
Q2 		$1.2M Sell
26,808
-533
-2% -$23.6K 0.32% 94
2014
Q1 		$1.18M Buy
27,341
+572
+2% +$24K 0.74% 48
2013
Q4 		$1.15M Sell
26,769
-40
-0.1% -$1.69K 0.75% 49
2013
Q3 		$1.07M Buy
26,809
+589
+2% +$24K 0.86% 45
2013
Q2 		$1.04M Buy
+26,220
New +$1.07M 0.84% 46

Other funds holding XLP

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CF
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
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Smith Salley Wealth Management's XLP Position: Q2 2026 in Review

Smith Salley Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 3,743 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #233.

Smith Salley Wealth Management first reported a position in XLP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.84M in Q3 2024. 386 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Smith Salley Wealth Management held 3,743 shares of State Street Consumer Staples Select Sector SPDR ETF worth $311K as of Q2 2026.
  • Smith Salley Wealth Management 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 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Smith Salley Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Smith Salley Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.84M in Q3 2024.
  • 386 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.