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

SteelPeak Wealth’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	$4.42M	Buy	+53,225	New	+$4.45M	0.12%	139
2025 Q4	–	Sell	-4,264	Closed	-$334K	–	659
2025 Q3	$334K	Sell	4,264 -123,378	-97%	-$9.97M	0.01%	442
2025 Q2	$10.3M	Buy	127,642 +38,058	+42%	+$3.09M	0.4%	60
2025 Q1	$7.32M	Sell	89,584 -5,491	-6%	-$438K	0.31%	77
2024 Q4	$7.47M	Buy	95,075 +90,647	+2,047%	+$7.36M	0.31%	73
2024 Q3	$368K	Sell	4,428 -72,466	-94%	-$5.82M	0.02%	364
2024 Q2	$5.89M	Buy	76,894 +56,564	+278%	+$4.31M	0.28%	77
2024 Q1	$1.55M	Buy	20,330 +15,396	+312%	+$1.14M	0.08%	184
2023 Q4	$355K	Buy	4,934 +150	+3%	+$10.4K	0.02%	319
2023 Q3	$329K	Sell	4,784 -23,120	-83%	-$1.69M	0.02%	317
2023 Q2	$2.07M	Buy	27,904 +17,979	+181%	+$1.35M	0.12%	117
2023 Q1	$742K	Sell	9,925 -12,413	-56%	-$908K	0.05%	188
2022 Q4	$1.67M	Sell	22,338 -26,577	-54%	-$1.94M	0.12%	130
2022 Q3	$3.26M	Buy	48,915 +33,562	+219%	+$2.46M	0.25%	80
2022 Q2	$1.11M	Buy	15,353 +1,669	+12%	+$125K	0.08%	157
2022 Q1	$1.04M	Buy	+13,684	New	+$1.03M	0.06%	185

Other funds holding XLP

Trust Asset Management Houston, Texas $726M AUM 22.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return