Vaughan David Investments’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$598K Sell
7,200
-946
-12% -$79K 0.01% 170
2026
Q1
$668K Sell
8,146
-1,430
-15% -$120K 0.01% 161
2025
Q4
$744K Buy
9,576
+3,310
+53% +$258K 0.02% 154
2025
Q3
$491K Sell
6,266
-1,187
-16% -$95.9K 0.01% 170
2025
Q2
$603K Sell
7,453
-444
-6% -$36K 0.01% 157
2025
Q1
$645K Sell
7,897
-26,087
-77% -$2.08M 0.02% 144
2024
Q4
$2.67M Buy
33,984
+3,813
+13% +$310K 0.06% 113
2024
Q3
$2.5M Buy
30,171
+290
+1% +$23.3K 0.06% 113
2024
Q2
$2.29M Buy
29,881
+651
+2% +$49.7K 0.06% 116
2024
Q1
$2.23M Buy
29,230
+7,514
+35% +$556K 0.06% 115
2023
Q4
$1.56M Buy
+21,716
New +$1.5M 0.04% 119
2020
Q1
Sell
-4,700
Closed -$296K 188
2019
Q4
$296K Sell
4,700
-675
-13% -$41.6K 0.01% 166
2019
Q3
$330K Hold
5,375
0.01% 160
2019
Q2
$312K Sell
5,375
-675
-11% -$38.6K 0.01% 163
2019
Q1
$339K Sell
6,050
-400
-6% -$21.4K 0.01% 154
2018
Q4
$328K Buy
+6,450
New +$350K 0.02% 152

Other funds holding XLP

Vaughan David Investments's XLP Position: Q2 2026 in Review

Vaughan David Investments reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 12% in Q2 2026, selling an estimated $79K and leaving 7,200 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #170.

Vaughan David Investments first reported a position in XLP in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.67M in Q4 2024. 1,239 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Vaughan David Investments held 7,200 shares of State Street Consumer Staples Select Sector SPDR ETF worth $598K as of Q2 2026.
  • Vaughan David Investments sold 946 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $79K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #170 holding.
  • Vaughan David Investments first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 16 quarters since.
  • Vaughan David Investments's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.67M in Q4 2024.
  • 1,239 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.