Strategic Financial Concepts’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Strategic Financial Concepts’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 Q1	$578K	Buy	+7,045	New	+$593K	0.14%	147
2025 Q4	–	Sell	-5,717	Closed	-$448K	–	311
2025 Q3	$448K	Sell	5,717 -83	-1%	-$6.71K	0.07%	150
2025 Q2	$470K	Sell	5,800 -3,810	-40%	-$309K	0.07%	151
2025 Q1	$785K	Buy	9,610 +334	+4%	+$26.7K	0.15%	140
2024 Q4	$729K	Buy	9,276 +4,404	+90%	+$358K	0.14%	151
2024 Q3	$404K	Sell	4,872 -293,532	-98%	-$23.6M	0.13%	145
2024 Q2	$281K	Buy	298,404 +291,293	+4,096%	+$22.2M	0.16%	107
2024 Q1	$543K	Buy	7,111 +3,620	+104%	+$268K	0.13%	153
2023 Q4	$251K	Sell	3,491 -2,815	-45%	-$195K	0.15%	115
2023 Q3	$434K	Buy	6,306 +554	+10%	+$40.5K	0.15%	148
2023 Q2	$427K	Buy	5,752 +1,915	+50%	+$144K	0.16%	140
2023 Q1	$287K	Buy	+3,837	New	+$281K	0.12%	160

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Financial Concepts's XLP Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026: 7,045 shares worth $578K. The stake represents 0.14% of the portfolio and ranks #147 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in XLP as recently as Q3 2025.

Strategic Financial Concepts first reported a position in XLP in Q1 2023 and has held it in 12 quarters since. The position peaked at $785K in Q1 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Strategic Financial Concepts held 7,045 shares of State Street Consumer Staples Select Sector SPDR ETF worth $578K as of Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Strategic Financial Concepts position in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.14% of Strategic Financial Concepts's portfolio in Q1 2026, its #147 holding.
Strategic Financial Concepts first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's State Street Consumer Staples Select Sector SPDR ETF position peaked at $785K in Q1 2025.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.