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

Stockman 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	$4.4M	Buy	52,939 +1,886	+4%	+$158K	0.45%	53
2026 Q1	$4.19M	Sell	51,053 -6,063	-11%	-$511K	0.46%	53
2025 Q4	$4.44M	Buy	57,116 +11,340	+25%	+$885K	0.52%	49
2025 Q3	$3.59M	Buy	45,776 +1,596	+4%	+$129K	0.45%	51
2025 Q2	$3.58M	Buy	44,180 +101	+0.2%	+$8.19K	0.49%	49
2025 Q1	$3.6M	Sell	44,079 -2,385	-5%	-$190K	0.53%	48
2024 Q4	$3.65M	Sell	46,464 -4,991	-10%	-$405K	0.57%	43
2024 Q3	$4.27M	Buy	51,455 +2,064	+4%	+$166K	0.66%	40
2024 Q2	$3.78M	Buy	49,391 +1,130	+2%	+$86.2K	0.66%	40
2024 Q1	$3.69M	Buy	48,261 +4,486	+10%	+$332K	0.65%	42
2023 Q4	$3.15M	Buy	43,775 +2,243	+5%	+$155K	0.63%	40
2023 Q3	$2.86M	Buy	41,532 +2,111	+5%	+$155K	0.63%	41
2023 Q2	$2.92M	Buy	39,421 +2,695	+7%	+$202K	0.63%	42
2023 Q1	$2.74M	Buy	36,726 +4,514	+14%	+$330K	0.61%	42
2022 Q4	$2.4M	Buy	+32,212	New	+$2.35M	0.55%	45

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stockman Wealth Management's XLP Position: Q2 2026 in Review

Stockman Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.7% in Q2 2026, buying an estimated $158K and bringing the position to 52,939 shares worth $4.4M. The position accounts for 0.45% of the portfolio, ranked #53.

Stockman Wealth Management first reported a position in XLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.44M in Q4 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Stockman Wealth Management held 52,939 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.4M as of Q2 2026.
Stockman Wealth Management bought 1,886 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $158K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.45% of Stockman Wealth Management's portfolio in Q2 2026, its #53 holding.
Stockman Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Stockman Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4.44M in Q4 2025.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.