Wealth Enhancement Advisory Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Wealth Enhancement Advisory Services’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	$5.1M	Buy	63,968 +4,710	+8%	+$398K	0.01%	1075
2026 Q2	$4.76M	Buy	59,258 +2,420	+4%	+$202K	0.01%	1042
2026 Q1	$4.65M	Sell	56,838 -46,751	-45%	-$3.94M	0.01%	931
2025 Q4	$8.03M	Buy	103,589 +21,495	+26%	+$1.68M	0.01%	791
2025 Q3	$6.42M	Buy	82,094 +263	+0.3%	+$21.2K	0.01%	833
2025 Q2	$6.72M	Buy	81,831 +21,040	+35%	+$1.71M	0.01%	778
2025 Q1	$4.96M	Sell	60,791 -3,106	-5%	-$248K	0.01%	837
2024 Q4	$5.02M	Buy	63,897 +23,649	+59%	+$1.92M	0.01%	798
2024 Q3	$3.34M	Buy	40,248 +3,179	+9%	+$255K	0.01%	855
2024 Q2	$2.84M	Sell	37,069 -1,672	-4%	-$128K	0.01%	870
2024 Q1	$2.96M	Sell	38,741 -7,123	-16%	-$527K	0.01%	814
2023 Q4	$3.3M	Sell	45,864 -5,252	-10%	-$364K	0.01%	726
2023 Q3	$3.52M	Buy	51,116 +47,480	+1,306%	+$3.47M	0.01%	672
2023 Q2	$270K	Sell	3,636 -3,309	-48%	-$248K	﹤0.01%	451
2023 Q1	$519K	Buy	6,945 +13	+0.2%	+$951	0.01%	384
2022 Q4	$506K	Buy	6,932 +74	+1%	+$5.39K	0.01%	274
2022 Q3	$456K	Buy	6,858 +703	+11%	+$51.5K	0.01%	279
2022 Q2	$449K	Buy	6,155 +962	+19%	+$72.2K	0.01%	285
2022 Q1	$397K	Sell	5,193 -43	-0.8%	-$3.24K	0.01%	279
2021 Q4	$396K	Sell	5,236 -102	-2%	-$7.39K	0.01%	259
2021 Q3	$382K	Buy	5,338 +1,575	+42%	+$112K	0.01%	260
2021 Q2	$267K	Buy	3,763 +101	+3%	+$7.07K	﹤0.01%	257
2021 Q1	$253K	Buy	+3,662	New	+$241K	﹤0.01%	253

Other funds holding XLP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's XLP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 7.9% in Q3 2026, buying an estimated $398K and bringing the position to 63,968 shares worth $5.1M. The position accounts for 0.01% of the portfolio, ranked #1075.

Wealth Enhancement Advisory Services first reported a position in XLP in Q1 2021 and has held it in 23 quarters since. The position peaked at $8.03M in Q4 2025. 410 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Wealth Enhancement Advisory Services held 63,968 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.1M as of Q3 2026.
Wealth Enhancement Advisory Services bought 4,710 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $398K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1075 holding.
Wealth Enhancement Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and has held it in 23 quarters since.
Wealth Enhancement Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.03M in Q4 2025.
410 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.