WESPAC Advisors SoCal’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

WESPAC Advisors SoCal’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 Q1	–	Sell	-12,792	Closed	-$994K	–	129
2025 Q4	$994K	Buy	12,792 +2,083	+19%	+$163K	0.2%	75
2025 Q3	$839K	Sell	10,709 -766	-7%	-$61.9K	0.17%	81
2025 Q2	$929K	Sell	11,475 -16,652	-59%	-$1.35M	0.21%	73
2025 Q1	$2.3M	Buy	28,127 +8,154	+41%	+$651K	0.6%	44
2024 Q4	$1.57M	Sell	19,973 -8,946	-31%	-$726K	0.36%	58
2024 Q3	$2.4M	Buy	28,919 +6,118	+27%	+$491K	0.56%	45
2024 Q2	$1.75M	Buy	22,801 +4,052	+22%	+$309K	0.44%	45
2024 Q1	$1.43M	Buy	18,749 +2,299	+14%	+$170K	0.37%	48
2023 Q4	$1.18M	Buy	16,450 +1,624	+11%	+$112K	0.35%	50
2023 Q3	$1.02M	Buy	14,826 +158	+1%	+$11.6K	0.34%	49
2023 Q2	$1.09M	Buy	14,668 +208	+1%	+$15.6K	0.37%	48
2023 Q1	$1.08M	Buy	+14,460	New	+$1.06M	0.37%	50
2019 Q2	–	Sell	-200	Closed	-$11K	–	324
2019 Q1	$11K	Hold	200	–	–	0.01%	226
2018 Q4	$10K	Sell	200 -150	-43%	-$8.14K	0.01%	244
2018 Q3	$18K	Buy	+350	New	+$18.8K	0.01%	199
2018 Q2	–	Sell	-350	Closed	-$18K	–	259
2018 Q1	$18K	Sell	350 -350	-50%	-$19.3K	0.01%	172
2017 Q4	$39K	Hold	700	–	–	0.02%	123
2017 Q3	$37K	Buy	+700	New	+$38.5K	0.02%	135

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WESPAC Advisors SoCal's XLP Position: Q1 2026 in Review

WESPAC Advisors SoCal sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 12,792 shares — an estimated $994K sold.

WESPAC Advisors SoCal first reported a position in XLP in Q3 2017 and held it in 18 quarters. The position peaked at $2.4M in Q3 2024. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

WESPAC Advisors SoCal reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
WESPAC Advisors SoCal sold 12,792 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $994K.
WESPAC Advisors SoCal first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2017 and held it in 18 quarters.
WESPAC Advisors SoCal's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.4M in Q3 2024.
1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2026, filed 15 Apr 2026.