Welch Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Welch Group’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	$880K	Buy	10,920 +4,640	+74%	+$392K	0.03%	139
2026 Q2	$522K	Sell	6,280 -713	-10%	-$59.5K	0.02%	185
2026 Q1	$573K	Sell	6,993 -79,682	-92%	-$6.71M	0.02%	166
2025 Q4	$6.73M	Buy	+86,675	New	+$6.77M	0.26%	59
2025 Q1	–	Sell	-11,169	Closed	-$875K	–	278
2024 Q4	$875K	Buy	+11,169	New	+$907K	0.04%	108
2024 Q3	–	Sell	-7,429	Closed	-$569K	–	282
2024 Q2	$569K	Buy	+7,429	New	+$567K	0.03%	134
2023 Q1	–	Sell	-6,855	Closed	-$511K	–	229
2022 Q4	$511K	Buy	+6,855	New	+$499K	0.03%	116
2022 Q1	–	Sell	-10,178	Closed	-$785K	–	228
2021 Q4	$785K	Buy	+10,178	New	+$738K	0.05%	95
2017 Q1	–	Sell	-5,919	Closed	-$306K	–	136
2016 Q4	$306K	Buy	+5,919	New	+$307K	0.06%	73
2015 Q4	–	Sell	-4,187	Closed	-$198K	–	154
2015 Q3	$198K	Buy	+4,187	New	+$204K	0.04%	96

Other funds holding XLP

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

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 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

Welch Group's XLP Position: Q3 2026 in Review

Welch Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 74% in Q3 2026, buying an estimated $392K and bringing the position to 10,920 shares worth $880K. The position accounts for 0.03% of the portfolio, ranked #139.

Welch Group first reported a position in XLP in Q3 2015 and has held it in 10 quarters since. The position peaked at $6.73M in Q4 2025. 498 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Welch Group held 10,920 shares of State Street Consumer Staples Select Sector SPDR ETF worth $880K as of Q3 2026.
Welch Group bought 4,640 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $392K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Welch Group's portfolio in Q3 2026, its #139 holding.
Welch Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2015 and has held it in 10 quarters since.
Welch Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.73M in Q4 2025.
498 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.