Tower View Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Tower View 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 Q3	$46.3K	Buy	574 +3	+0.5%	+$253	0.02%	103
2026 Q2	$47.4K	Buy	571 +4	+0.7%	+$334	0.02%	103
2026 Q1	$46.5K	Buy	567 +3	+0.5%	+$253	0.02%	96
2025 Q4	$43.8K	Buy	564 +5	+0.9%	+$390	0.02%	91
2025 Q3	$43.8K	Buy	559 +4	+0.7%	+$323	0.02%	87
2025 Q2	$45K	Buy	555 +4	+0.7%	+$325	0.02%	100
2025 Q1	$45K	Sell	551 -14	-2%	-$1.12K	0.03%	82
2024 Q4	$44.4K	Buy	565 +21	+4%	+$1.7K	0.02%	85
2024 Q3	$45.2K	Buy	544 +2	+0.4%	+$161	0.02%	86
2024 Q2	$41.5K	Buy	542 +4	+0.7%	+$305	0.02%	87
2024 Q1	$41.1K	Buy	538 +54	+11%	+$3.99K	0.02%	88
2023 Q4	$35K	Buy	484 +354	+272%	+$24.5K	0.02%	89
2023 Q3	$9K	Buy	130 +1	+0.8%	+$73	0.01%	121
2023 Q2	$10K	Buy	129 +1	+0.8%	+$75	0.01%	121
2023 Q1	$10K	Hold	128	–	–	0.01%	117
2022 Q4	$10K	Buy	128 +1	+0.8%	+$73	0.01%	120
2022 Q3	$8K	Buy	127 +1	+0.8%	+$73	0.01%	126
2022 Q2	$9K	Buy	126 +1	+0.8%	+$75	0.01%	122
2022 Q1	$9K	Hold	125	–	–	﹤0.01%	153
2021 Q4	$10K	Hold	125	–	–	0.01%	156
2021 Q3	$9K	Buy	+125	New	+$8.91K	0.01%	188

Other funds holding XLP

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

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

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

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

Tower View Wealth Management's XLP Position: Q3 2026 in Review

Tower View Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.53% in Q3 2026, buying an estimated $253 and bringing the position to 574 shares worth $46.3K. The position accounts for 0.02% of the portfolio, ranked #103.

Tower View Wealth Management first reported a position in XLP in Q3 2021 and has held it in 21 quarters since. The position peaked at $47.4K in Q2 2026. 714 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Tower View Wealth Management held 574 shares of State Street Consumer Staples Select Sector SPDR ETF worth $46.3K as of Q3 2026.
Tower View Wealth Management bought 3 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $253.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Tower View Wealth Management's portfolio in Q3 2026, its #103 holding.
Tower View Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and has held it in 21 quarters since.
Tower View Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $47.4K in Q2 2026.
714 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.