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

WBH 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 Q2	$4.04M	Sell	48,591 -3,951	-8%	-$330K	0.27%	78
2026 Q1	$4.28M	Buy	52,542 +7,228	+16%	+$609K	0.32%	65
2025 Q4	$3.52M	Sell	45,314 -173	-0.4%	-$13.5K	0.26%	74
2025 Q3	$3.56M	Sell	45,487 -630	-1%	-$50.9K	0.27%	73
2025 Q2	$3.73M	Sell	46,117 -5,019	-10%	-$407K	0.32%	63
2025 Q1	$4.18M	Sell	51,136 -739	-1%	-$59K	0.39%	56
2024 Q4	$4.08M	Sell	51,875 -2,350	-4%	-$191K	0.38%	59
2024 Q3	$4.5M	Sell	54,225 -2,376	-4%	-$191K	0.43%	55
2024 Q2	$4.33M	Sell	56,601 -1,799	-3%	-$137K	0.44%	55
2024 Q1	$4.46M	Sell	58,400 -457	-0.8%	-$33.8K	0.46%	52
2023 Q4	$4.24M	Sell	58,857 -8,250	-12%	-$572K	0.47%	52
2023 Q3	$4.62M	Sell	67,107 -478	-0.7%	-$35K	0.57%	48
2023 Q2	$5.01M	Buy	67,585 +988	+1%	+$74.1K	0.59%	49
2023 Q1	$4.98M	Buy	+66,597	New	+$4.87M	0.62%	45
2022 Q3	$4.72M	Buy	70,698 +3,611	+5%	+$265K	0.68%	42
2022 Q2	$4.88M	Sell	67,087 -11,399	-15%	-$856K	0.65%	43
2022 Q1	$6.26M	Buy	78,486 +493	+0.6%	+$37.1K	0.77%	42
2021 Q4	$6.01M	Sell	77,993 -1,302	-2%	-$94.4K	0.69%	37
2021 Q3	$5.46M	Buy	79,295 +13,871	+21%	+$989K	0.73%	36
2021 Q2	$4.68M	Buy	65,424 +2,309	+4%	+$162K	0.69%	40
2021 Q1	$4.31M	Sell	63,115 -256	-0.4%	-$16.8K	0.7%	39
2020 Q4	$4.15M	Sell	63,371 -1,180	-2%	-$78K	0.71%	38
2020 Q3	$4.14M	Buy	64,551 +3,296	+5%	+$208K	0.84%	31
2020 Q2	$3.59M	Sell	61,255 -4,298	-7%	-$251K	0.87%	30
2020 Q1	$3.57K	Buy	65,553 +229	+0.4%	+$13.9K	0.84%	27
2019 Q4	$4.11M	Buy	65,324 +290	+0.4%	+$17.9K	0.84%	29
2019 Q3	$3.99M	Buy	65,034 +1,425	+2%	+$85.7K	0.9%	29
2019 Q2	$3.69M	Sell	63,609 -882	-1%	-$50.5K	0.86%	28
2019 Q1	$3.62M	Buy	64,491 +2,712	+4%	+$145K	0.86%	27
2018 Q4	$3.14K	Sell	61,779 -10,854	-15%	-$589K	0.76%	30
2018 Q3	$3.92M	Buy	72,633 +5,248	+8%	+$282K	0.95%	22
2018 Q2	$3.47M	Buy	67,385 +3,338	+5%	+$170K	0.9%	26
2018 Q1	$3.37M	Buy	64,047 +1,253	+2%	+$69K	0.92%	25
2017 Q4	$3.57M	Sell	62,794 -515	-0.8%	-$28.3K	0.95%	25
2017 Q3	$3.42M	Sell	63,309 -1,789	-3%	-$98.3K	0.95%	24
2017 Q2	$3.58M	Buy	65,098 +782	+1%	+$43.5K	1%	21
2017 Q1	$3.51M	Buy	64,316 +12,610	+24%	+$678K	1.05%	17
2016 Q4	$2.67M	Buy	51,706 +5,293	+11%	+$274K	0.89%	27
2016 Q3	$2.47M	Buy	46,413 +9,085	+24%	+$495K	0.84%	25
2016 Q2	$2.06M	Buy	37,328 +850	+2%	+$45.2K	0.8%	29
2016 Q1	$1.94M	Buy	36,478 +1,411	+4%	+$71.7K	0.65%	32
2015 Q4	$1.77K	Buy	35,067 +5,645	+19%	+$281K	0.62%	38
2015 Q3	$1.39M	Sell	29,422 -8,163	-22%	-$397K	0.58%	44
2015 Q2	$1.79M	Buy	37,585 +4,153	+12%	+$203K	0.7%	36
2015 Q1	$1.63K	Buy	+33,432	New	+$1.64M	0.46%	42

Other funds holding XLP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WBH Advisory's XLP Position: Q2 2026 in Review

WBH Advisory reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 7.5% in Q2 2026, selling an estimated $330K and leaving 48,591 shares worth $4.04M. The position accounts for 0.27% of the portfolio, ranked #78.

WBH Advisory first reported a position in XLP in Q1 2015 and has held it in 45 quarters since. The position peaked at $6.26M in Q1 2022. 881 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

WBH Advisory held 48,591 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.04M as of Q2 2026.
WBH Advisory sold 3,951 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $330K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.27% of WBH Advisory's portfolio in Q2 2026, its #78 holding.
WBH Advisory first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
WBH Advisory's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.26M in Q1 2022.
881 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.