Surience Private Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$207K Sell
2,487
-3,235
-57% -$270K 0.18% 44
2026
Q1
$469K Buy
+5,722
New +$482K 0.5% 36

Other funds holding XLP

Surience Private Wealth's XLP Position: Q2 2026 in Review

Surience Private Wealth reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 57% in Q2 2026, selling an estimated $270K and leaving 2,487 shares worth $207K. The position accounts for 0.18% of the portfolio, ranked #44.

Surience Private Wealth first reported a position in XLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $469K in Q1 2026. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Surience Private Wealth held 2,487 shares of State Street Consumer Staples Select Sector SPDR ETF worth $207K as of Q2 2026.
  • Surience Private Wealth sold 3,235 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $270K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.18% of Surience Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Surience Private Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • Surience Private Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $469K in Q1 2026.
  • 1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.