Toth Financial Advisory’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Toth Financial Advisory’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	$4.51M	Sell	55,899 -517	-0.9%	-$43.7K	0.45%	74
2026 Q2	$4.69M	Buy	56,416 +939	+2%	+$78.4K	0.46%	74
2026 Q1	$4.55M	Buy	55,477 +3,253	+6%	+$274K	0.5%	71
2025 Q4	$4.06M	Buy	52,224 +1,819	+4%	+$142K	0.44%	75
2025 Q3	$3.95M	Buy	50,405 +1,360	+3%	+$110K	0.43%	74
2025 Q2	$3.97M	Buy	49,045 +3,198	+7%	+$259K	0.46%	74
2025 Q1	$3.74M	Buy	45,847 +728	+2%	+$58.1K	0.45%	76
2024 Q4	$3.55M	Buy	45,119 +1,508	+3%	+$122K	0.42%	79
2024 Q3	$3.62M	Buy	43,611 +747	+2%	+$60K	0.43%	78
2024 Q2	$3.28M	Buy	42,864 +1,666	+4%	+$127K	0.42%	80
2024 Q1	$3.15M	Buy	41,198 +3,259	+9%	+$241K	0.39%	78
2023 Q4	$2.73M	Sell	37,939 -499	-1%	-$34.6K	0.37%	81
2023 Q3	$2.64M	Buy	38,438 +950	+3%	+$69.5K	0.4%	74
2023 Q2	$2.78M	Buy	37,488 +5,774	+18%	+$433K	0.4%	77
2023 Q1	$2.37M	Buy	31,714 +6,374	+25%	+$466K	0.37%	78
2022 Q4	$1.89M	Sell	25,340 -50,322	-67%	-$3.67M	0.31%	85
2022 Q3	$5.05M	Buy	75,662 +4,350	+6%	+$319K	0.91%	45
2022 Q2	$5.15M	Buy	71,312 +3,694	+5%	+$277K	0.9%	46
2022 Q1	$5.13M	Buy	67,618 +2,356	+4%	+$177K	0.77%	49
2021 Q4	$5.03M	Buy	65,262 +631	+1%	+$45.7K	0.69%	50
2021 Q3	$4.45M	Sell	64,631 -31	-0%	-$2.21K	0.68%	49
2021 Q2	$4.52M	Buy	64,662 +1,938	+3%	+$136K	0.69%	53
2021 Q1	$4.29M	Buy	62,724 +457	+0.7%	+$30.1K	0.68%	52
2020 Q4	$4.2M	Buy	62,267 +52	+0.1%	+$3.44K	0.72%	49
2020 Q3	$3.99M	Buy	62,215 +3,589	+6%	+$227K	0.77%	49
2020 Q2	$3.44M	Buy	58,626 +5,021	+9%	+$293K	0.74%	47
2020 Q1	$2.92M	Sell	53,605 -641	-1%	-$38.9K	0.84%	45
2019 Q4	$3.42M	Buy	54,246 +161	+0.3%	+$9.92K	0.69%	54
2019 Q3	$3.32M	Sell	54,085 -919	-2%	-$55.3K	0.73%	53
2019 Q2	$3.19M	Buy	55,004 +2,148	+4%	+$123K	0.71%	55
2019 Q1	$2.97M	Buy	52,856 +723	+1%	+$38.7K	0.69%	56
2018 Q4	$2.65M	Buy	52,133 +163	+0.3%	+$8.84K	0.72%	54
2018 Q3	$2.8M	Buy	51,970 +1,893	+4%	+$102K	0.62%	60
2018 Q2	$2.58M	Sell	50,077 -5,051	-9%	-$256K	0.6%	58
2018 Q1	$2.9M	Sell	55,128 -1,146	-2%	-$63.1K	0.71%	51
2017 Q4	$3.2M	Sell	56,274 -3,834	-6%	-$211K	0.76%	50
2017 Q3	$3.25M	Sell	60,108 -3,292	-5%	-$181K	0.82%	51
2017 Q2	$3.48M	Sell	63,400 -1,937	-3%	-$108K	0.91%	48
2017 Q1	$3.57M	Sell	65,337 -192	-0.3%	-$10.3K	0.95%	46
2016 Q4	$3.39M	Sell	65,529 -2,140	-3%	-$111K	0.97%	47
2016 Q3	$3.6M	Buy	67,669 +473	+0.7%	+$25.8K	1.06%	42
2016 Q2	$3.71M	Buy	67,196 +2,823	+4%	+$150K	1.13%	41
2016 Q1	$3.42M	Buy	64,373 +101	+0.2%	+$5.13K	1.12%	41
2015 Q4	$3.25M	Buy	64,272 +4,673	+8%	+$232K	1.07%	42
2015 Q3	$2.81M	Buy	59,599 +249	+0.4%	+$12.1K	1.03%	42
2015 Q2	$2.83M	Sell	59,350 -50	-0.1%	-$2.44K	0.94%	43
2015 Q1	$2.9M	Buy	59,400 +6,211	+12%	+$305K	0.97%	44
2014 Q4	$2.58M	Buy	53,189 +3,830	+8%	+$181K	0.89%	45
2014 Q3	$2.23M	Sell	49,359 -617	-1%	-$27.7K	0.84%	47
2014 Q2	$2.23M	Buy	49,976 +4,012	+9%	+$177K	0.85%	46
2014 Q1	$1.98M	Sell	45,964 -1,856	-4%	-$78K	0.8%	49
2013 Q4	$2.06M	Buy	47,820 +1,792	+4%	+$75.6K	0.87%	46
2013 Q3	$1.83M	Sell	46,028 -688	-1%	-$28K	0.86%	47
2013 Q2	$1.85M	Buy	+46,716	New	+$1.9M	0.91%	46

Other funds holding XLP

BWM

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

AAG

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

GGS

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Toth Financial Advisory's XLP Position: Q3 2026 in Review

Toth Financial Advisory reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.92% in Q3 2026, selling an estimated $43.7K and leaving 55,899 shares worth $4.51M. The position accounts for 0.45% of the portfolio, ranked #74.

Toth Financial Advisory first reported a position in XLP in Q2 2013 and has held it in 54 quarters since. The position peaked at $5.15M in Q2 2022. 57 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Toth Financial Advisory held 55,899 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.51M as of Q3 2026.
Toth Financial Advisory sold 517 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $43.7K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.45% of Toth Financial Advisory's portfolio in Q3 2026, its #74 holding.
Toth Financial Advisory first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 54 quarters since.
Toth Financial Advisory's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.15M in Q2 2022.
57 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.