SOA Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$332K Buy
3,991
+27
+0.7% +$2.25K 0.06% 163
2026
Q1
$325K Buy
3,964
+22
+0.6% +$1.85K 0.06% 154
2025
Q4
$306K Buy
3,942
+32
+0.8% +$2.5K 0.05% 162
2025
Q3
$306K Sell
3,910
-653
-14% -$52.8K 0.05% 160
2025
Q2
$369K Buy
4,563
+29
+0.6% +$2.35K 0.07% 144
2025
Q1
$370K Buy
4,534
+23
+0.5% +$1.84K 0.08% 129
2024
Q4
$355K Sell
4,511
-88
-2% -$7.14K 0.07% 139
2024
Q3
$382K Buy
4,599
+23
+0.5% +$1.85K 0.07% 129
2024
Q2
$350K Buy
4,576
+33
+0.7% +$2.52K 0.07% 130
2024
Q1
$347K Buy
4,543
+31
+0.7% +$2.29K 0.07% 131
2023
Q4
$325K Buy
4,512
+23
+0.5% +$1.59K 0.07% 133
2023
Q3
$309K Buy
4,489
+38
+0.9% +$2.78K 0.08% 127
2023
Q2
$330K Buy
4,451
+30
+0.7% +$2.25K 0.08% 127
2023
Q1
$330K Buy
4,421
+20
+0.5% +$1.46K 0.08% 117
2022
Q4
$328K Buy
4,401
+30
+0.7% +$2.19K 0.09% 110
2022
Q3
$291K Sell
4,371
-12
-0.3% -$879 0.09% 116
2022
Q2
$316K Buy
4,383
+29
+0.7% +$2.18K 0.09% 113
2022
Q1
$330K Buy
4,354
+19
+0.4% +$1.43K 0.08% 126
2021
Q4
$332K Sell
4,335
-43
-1% -$3.12K 0.08% 124
2021
Q3
$301K Buy
4,378
+25
+0.6% +$1.78K 0.08% 130
2021
Q2
$304K Buy
4,353
+27
+0.6% +$1.89K 0.08% 127
2021
Q1
$295K Buy
4,326
+21
+0.5% +$1.38K 0.08% 122
2020
Q4
$283K Buy
+4,305
New +$284K 0.08% 120

Other funds holding XLP

SOA Wealth Advisors's XLP Position: Q2 2026 in Review

SOA Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.68% in Q2 2026, buying an estimated $2.25K and bringing the position to 3,991 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #163.

SOA Wealth Advisors first reported a position in XLP in Q4 2020 and has held it in 23 quarters since. The position peaked at $382K in Q3 2024. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • SOA Wealth Advisors held 3,991 shares of State Street Consumer Staples Select Sector SPDR ETF worth $332K as of Q2 2026.
  • SOA Wealth Advisors bought 27 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2.25K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • SOA Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $382K in Q3 2024.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.