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 Q3	$423K	Sell	4,695 -55	-1%	-$4.65K	0.09%	78
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%	+$9.7K	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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

SWMG LLC's XLP Position: Q3 2026 in Review

SWMG LLC reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.2% in Q3 2026, selling an estimated $4.65K and leaving 4,695 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #78.

SWMG LLC first reported a position in XLP in Q1 2023 and has held it in 15 quarters since. The position peaked at $619K in Q1 2025. 524 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

SWMG LLC held 4,695 shares of State Street Consumer Staples Select Sector SPDR ETF worth $423K as of Q3 2026.
SWMG LLC sold 55 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $4.65K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of SWMG LLC's portfolio in Q3 2026, its #78 holding.
SWMG LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and has held it in 15 quarters since.
SWMG LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $619K in Q1 2025.
524 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.