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 Q2	$473K	Sell	5,694 -1,351	-19%	-$113K	0.14%	138
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	Buy	4,872 +1,202	+33%	+$96.5K	0.13%	145
2024 Q2	$281K	Sell	3,670 -3,441	-48%	-$262K	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 $1.55T 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

Strategic Financial Concepts's XLP Position: Q2 2026 in Review

Strategic Financial Concepts reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 19% in Q2 2026, selling an estimated $113K and leaving 5,694 shares worth $473K. The position accounts for 0.14% of the portfolio, ranked #138.

Strategic Financial Concepts first reported a position in XLP in Q1 2023 and has held it in 13 quarters since. The position peaked at $785K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Strategic Financial Concepts held 5,694 shares of State Street Consumer Staples Select Sector SPDR ETF worth $473K as of Q2 2026.
Strategic Financial Concepts sold 1,351 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.14% of Strategic Financial Concepts's portfolio in Q2 2026, its #138 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 13 quarters since.
Strategic Financial Concepts's State Street Consumer Staples Select Sector SPDR ETF position peaked at $785K in Q1 2025.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.