Wealth Effects’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wealth Effects’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	$327K	Sell	3,942 -103	-3%	-$8.6K	0.09%	182
2026 Q1	$332K	Buy	4,045 +197	+5%	+$16.6K	0.12%	148
2025 Q4	$299K	Sell	3,848 -59	-2%	-$4.61K	0.09%	153
2025 Q3	$306K	Sell	3,907 -264	-6%	-$21.3K	0.1%	153
2025 Q2	$338K	Sell	4,171 -3,176	-43%	-$258K	0.13%	132
2025 Q1	$600K	Sell	7,347 -718	-9%	-$57.3K	0.25%	80
2024 Q4	$634K	Buy	8,065 +192	+2%	+$15.6K	0.23%	85
2024 Q3	$653K	Buy	7,873 +355	+5%	+$28.5K	0.23%	87
2024 Q2	$576K	Sell	7,518 -1,133	-13%	-$86.4K	0.21%	91
2024 Q1	$661K	Sell	8,651 -45	-0.5%	-$3.33K	0.24%	83
2023 Q4	$626K	Buy	8,696 +2,673	+44%	+$185K	0.24%	96
2023 Q3	$414K	Buy	6,023 +235	+4%	+$17.2K	0.2%	108
2023 Q2	$429K	Buy	5,788 +180	+3%	+$13.5K	0.19%	113
2023 Q1	$419K	Buy	5,608 +230	+4%	+$16.8K	0.21%	110
2022 Q4	$401K	Buy	5,378 +325	+6%	+$23.7K	0.23%	105
2022 Q3	$337K	Buy	5,053 +1,080	+27%	+$79.1K	0.21%	105
2022 Q2	$287K	Buy	+3,973	New	+$298K	0.17%	126

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Effects's XLP Position: Q2 2026 in Review

Wealth Effects reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.5% in Q2 2026, selling an estimated $8.6K and leaving 3,942 shares worth $327K. The position accounts for 0.09% of the portfolio, ranked #182.

Wealth Effects first reported a position in XLP in Q2 2022 and has held it in 17 quarters since. The position peaked at $661K in Q1 2024. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Wealth Effects held 3,942 shares of State Street Consumer Staples Select Sector SPDR ETF worth $327K as of Q2 2026.
Wealth Effects sold 103 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $8.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #182 holding.
Wealth Effects first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Wealth Effects's State Street Consumer Staples Select Sector SPDR ETF position peaked at $661K in Q1 2024.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.