SWMG LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

SWMG LLC’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	$396K	Buy	4,750 +39	+0.8%	+$3.26K	0.09%	74
2026 Q1	$386K	Buy	4,711 +137	+3%	+$11.5K	0.11%	79
2025 Q4	$402K	Sell	4,574 -439	-9%	-$34.3K	0.11%	77
2025 Q3	$398K	Sell	5,013 -670	-12%	-$54.1K	0.12%	76
2025 Q2	$458K	Sell	5,683 -1,968	-26%	-$160K	0.15%	78
2025 Q1	$619K	Buy	7,651 +1,871	+32%	+$149K	0.25%	61
2024 Q4	$446K	Buy	5,780 +120	+2%	+$9.74K	0.18%	79
2024 Q3	$458K	Sell	5,660 -75	-1%	-$6.02K	0.19%	78
2024 Q2	$439K	Buy	5,735 +178	+3%	+$13.6K	0.2%	63
2024 Q1	$424K	Buy	5,557 +695	+14%	+$51.4K	0.19%	63
2023 Q4	$350K	Sell	4,862 -2,691	-36%	-$186K	0.17%	71
2023 Q3	$520K	Buy	7,553 +2,431	+47%	+$178K	0.27%	57
2023 Q2	$380K	Buy	5,122 +1,549	+43%	+$116K	0.2%	58
2023 Q1	$267K	Buy	+3,573	New	+$261K	0.15%	76

Other funds holding XLP

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

SWMG LLC's XLP Position: Q2 2026 in Review

SWMG LLC increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.83% in Q2 2026, buying an estimated $3.26K and bringing the position to 4,750 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #74.

SWMG LLC first reported a position in XLP in Q1 2023 and has held it in 14 quarters since. The position peaked at $619K in Q1 2025. 570 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

SWMG LLC held 4,750 shares of State Street Consumer Staples Select Sector SPDR ETF worth $396K as of Q2 2026.
SWMG LLC bought 39 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $3.26K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of SWMG LLC's portfolio in Q2 2026, its #74 holding.
SWMG LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
SWMG LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $619K in Q1 2025.
570 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.