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 Q3	$6.47M	Buy	80,310 +27,085	+51%	+$2.29M	0.16%	110
2026 Q2	$4.42M	Buy	+53,225	New	+$4.45M	0.11%	139
2025 Q4	–	Sell	-4,264	Closed	-$334K	–	659
2025 Q3	$334K	Sell	4,264 -123,378	-97%	-$10M	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	0.3%	77
2024 Q4	$7.47M	Buy	95,075 +90,647	+2,047%	+$7.36M	0.3%	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	0.27%	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	0.24%	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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

SteelPeak Wealth's XLP Position: Q3 2026 in Review

SteelPeak Wealth increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 51% in Q3 2026, buying an estimated $2.29M and bringing the position to 80,310 shares worth $6.47M. The position accounts for 0.16% of the portfolio, ranked #110.

SteelPeak Wealth first reported a position in XLP in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.3M in Q2 2025. 827 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

SteelPeak Wealth held 80,310 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.47M as of Q3 2026.
SteelPeak Wealth bought 27,085 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $2.29M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.16% of SteelPeak Wealth's portfolio in Q3 2026, its #110 holding.
SteelPeak Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
SteelPeak Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10.3M in Q2 2025.
827 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.