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

Strategic Wealth Partners’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	$57.6K	Sell	693 -75	-10%	-$6.26K	﹤0.01%	500
2026 Q1	$63K	Hold	768	–	–	﹤0.01%	472
2025 Q4	$59.7K	Sell	768 -415	-35%	-$32.4K	﹤0.01%	493
2025 Q3	$92.7K	Sell	1,183 -2,248	-66%	-$182K	0.01%	448
2025 Q2	$278K	Buy	+3,431	New	+$278K	0.02%	283
2024 Q1	–	Sell	-5,132	Closed	-$370K	–	310
2023 Q4	$370K	Sell	5,132 -2,206	-30%	-$153K	0.05%	212
2023 Q3	$505K	Sell	7,338 -477	-6%	-$34.9K	0.07%	199
2023 Q2	$580K	Sell	7,815 -1,010	-11%	-$75.8K	0.08%	191
2023 Q1	$659K	Sell	8,825 -1,363	-13%	-$99.7K	0.1%	154
2022 Q4	$760K	Buy	10,188 +5,053	+98%	+$368K	0.14%	141
2022 Q3	$343K	Buy	+5,135	New	+$376K	0.07%	206
2022 Q1	–	Sell	-3,270	Closed	-$252K	–	291
2021 Q4	$252K	Buy	+3,270	New	+$237K	0.05%	251
2019 Q4	–	Sell	-135	Closed	-$8	–	522
2019 Q3	$8	Hold	135	–	–	﹤0.01%	599
2019 Q2	$7K	Hold	135	–	–	﹤0.01%	606
2019 Q1	$8K	Hold	135	–	–	﹤0.01%	586
2018 Q4	$7K	Hold	135	–	–	﹤0.01%	537
2018 Q3	$7K	Hold	135	–	–	﹤0.01%	537
2018 Q2	$7K	Sell	135 -32	-19%	-$1.63K	﹤0.01%	608
2018 Q1	$9K	Hold	167	–	–	﹤0.01%	579
2017 Q4	$9K	Buy	+167	New	+$9.18K	0.01%	554

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 Wealth Partners's XLP Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 9.8% in Q2 2026, selling an estimated $6.26K and leaving 693 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Strategic Wealth Partners first reported a position in XLP in Q4 2017 and has held it in 20 quarters since. The position peaked at $760K in Q4 2022. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Strategic Wealth Partners held 693 shares of State Street Consumer Staples Select Sector SPDR ETF worth $57.6K as of Q2 2026.
Strategic Wealth Partners sold 75 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $6.26K.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #500 holding.
Strategic Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
Strategic Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $760K in Q4 2022.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.