TCV Trust & Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

TCV Trust & Wealth Management’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	$2.75M	Sell	33,103 -458	-1%	-$38.3K	0.21%	74
2026 Q1	$2.75M	Sell	33,561 -4	-0%	-$337	0.23%	72
2025 Q4	$2.61M	Buy	33,565 +896	+3%	+$69.9K	0.21%	74
2025 Q3	$2.56M	Buy	32,669 +639	+2%	+$51.6K	0.21%	73
2025 Q2	$2.59M	Buy	32,030 +915	+3%	+$74.2K	0.23%	71
2025 Q1	$2.54M	Sell	31,115 -128	-0.4%	-$10.2K	0.24%	72
2024 Q4	$2.46M	Buy	31,243 +1,361	+5%	+$111K	0.23%	72
2024 Q3	$2.48M	Buy	29,882 +1,471	+5%	+$118K	0.22%	73
2024 Q2	$2.18M	Sell	28,411 -148	-0.5%	-$11.3K	0.21%	74
2024 Q1	$2.18M	Sell	28,559 -63	-0.2%	-$4.66K	0.21%	74
2023 Q4	$2.06M	Buy	28,622 +385	+1%	+$26.7K	0.21%	74
2023 Q3	$1.94M	Sell	28,237 -415	-1%	-$30.4K	0.21%	77
2023 Q2	$2.13M	Buy	28,652 +290	+1%	+$21.8K	0.23%	75
2023 Q1	$2.12M	Buy	28,362 +385	+1%	+$28.2K	0.24%	76
2022 Q4	$2.09M	Sell	27,977 -253	-0.9%	-$18.4K	0.24%	77
2022 Q3	$1.88M	Sell	28,230 -750	-3%	-$55K	0.24%	78
2022 Q2	$2.09M	Buy	28,980 +293	+1%	+$22K	0.25%	78
2022 Q1	$2.18M	Sell	28,687 -87	-0.3%	-$6.55K	0.23%	78
2021 Q4	$2.22M	Buy	28,774 +271	+1%	+$19.6K	0.22%	78
2021 Q3	$1.96M	Buy	28,503 +34	+0.1%	+$2.42K	0.22%	80
2021 Q2	$1.98M	Buy	28,469 +565	+2%	+$39.6K	0.22%	82
2021 Q1	$1.91M	Buy	27,904 +539	+2%	+$35.4K	0.22%	81
2020 Q4	$1.85M	Buy	27,365 +537	+2%	+$35.5K	0.22%	81
2020 Q3	$1.72M	Buy	26,828 +436	+2%	+$27.5K	0.23%	80
2020 Q2	$1.55M	Buy	26,392 +1,114	+4%	+$65K	0.22%	81
2020 Q1	$1.38M	Sell	25,278 -425	-2%	-$25.8K	0.23%	83
2019 Q4	$1.62M	Sell	25,703 -115	-0.4%	-$7.08K	0.2%	85
2019 Q3	$1.58M	Sell	25,818 -1,077	-4%	-$64.8K	0.21%	84
2019 Q2	$1.56M	Sell	26,895 -710	-3%	-$40.6K	0.2%	85
2019 Q1	$1.55M	Buy	27,605 +224	+0.8%	+$12K	0.2%	84
2018 Q4	$1.39M	Sell	27,381 -459	-2%	-$24.9K	0.2%	86
2018 Q3	$1.5M	Sell	27,840 -9,421	-25%	-$506K	0.2%	90
2018 Q2	$1.92M	Buy	37,261 +1,457	+4%	+$74K	0.27%	76
2018 Q1	$1.88M	Buy	35,804 +1,248	+4%	+$68.8K	0.27%	79
2017 Q4	$1.97M	Sell	34,556 -929	-3%	-$51.1K	0.27%	80
2017 Q3	$1.92M	Sell	35,485 -800	-2%	-$44K	0.28%	74
2017 Q2	$1.99M	Buy	36,285 +646	+2%	+$35.9K	0.3%	79
2017 Q1	$1.95M	Buy	35,639 +301	+0.9%	+$16.2K	0.3%	77
2016 Q4	$1.83M	Buy	35,338 +613	+2%	+$31.8K	0.3%	78
2016 Q3	$1.85M	Buy	34,725 +420	+1%	+$22.9K	0.31%	78
2016 Q2	$1.89M	Buy	34,305 +5,690	+20%	+$303K	0.33%	76
2016 Q1	$1.52M	Buy	28,615 +1,629	+6%	+$82.8K	0.27%	81
2015 Q4	$1.36M	Buy	26,986 +3,699	+16%	+$184K	0.24%	84
2015 Q3	$1.1M	Buy	23,287 +752	+3%	+$36.6K	0.2%	91
2015 Q2	$1.07M	Sell	22,535 -54	-0.2%	-$2.64K	0.18%	97
2015 Q1	$1.1M	Buy	22,589 +304	+1%	+$14.9K	0.18%	96
2014 Q4	$1.08M	Sell	22,285 -584	-3%	-$27.6K	0.18%	97
2014 Q3	$1.03M	Buy	22,869 +441	+2%	+$19.8K	0.17%	97
2014 Q2	$1M	Sell	22,428 -2,011	-8%	-$89K	0.16%	101
2014 Q1	$1.05M	Buy	24,439 +470	+2%	+$19.7K	0.18%	98
2013 Q4	$1.03M	Buy	23,969 +264	+1%	+$11.1K	0.18%	101
2013 Q3	$944K	Buy	23,705 +510	+2%	+$20.8K	0.18%	97
2013 Q2	$920K	Buy	+23,195	New	+$944K	0.19%	98

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

TCV Trust & Wealth Management's XLP Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.4% in Q2 2026, selling an estimated $38.3K and leaving 33,103 shares worth $2.75M. The position accounts for 0.21% of the portfolio, ranked #74.

TCV Trust & Wealth Management first reported a position in XLP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.75M in Q1 2026. 570 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

TCV Trust & Wealth Management held 33,103 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.75M as of Q2 2026.
TCV Trust & Wealth Management sold 458 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $38.3K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.21% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #74 holding.
TCV Trust & Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
TCV Trust & Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.75M in Q1 2026.
570 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.