Westside Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Westside Investment Management’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	$2.33M	Buy	28,051 +503	+2%	+$42K	0.31%	82
2026 Q1	$2.26M	Buy	27,548 +2,488	+10%	+$210K	0.35%	74
2025 Q4	$1.95M	Buy	25,060 +422	+2%	+$32.9K	0.31%	76
2025 Q3	$1.93M	Buy	24,638 +157	+0.6%	+$12.7K	0.31%	77
2025 Q2	$1.98M	Buy	24,481 +4,081	+20%	+$331K	0.37%	72
2025 Q1	$1.67M	Buy	20,400 +1,574	+8%	+$126K	0.35%	74
2024 Q4	$1.48M	Sell	18,826 -41	-0.2%	-$3.33K	0.31%	81
2024 Q3	$1.57M	Buy	18,867 +1,521	+9%	+$122K	0.33%	80
2024 Q2	$1.33M	Buy	17,346 +237	+1%	+$18.1K	0.3%	83
2024 Q1	$1.31M	Buy	17,109 +137	+0.8%	+$10.1K	0.31%	85
2023 Q4	$1.22M	Buy	16,972 +5,516	+48%	+$382K	0.31%	84
2023 Q3	$788K	Buy	11,456 +344	+3%	+$25.2K	0.23%	108
2023 Q2	$824K	Buy	11,112 +34	+0.3%	+$2.55K	0.23%	107
2023 Q1	$828K	Buy	11,078 +203	+2%	+$14.8K	0.24%	103
2022 Q4	$810	Buy	10,875 +35	+0.3%	+$2.55K	﹤0.01%	265
2022 Q3	$723	Buy	10,840 +31	+0.3%	+$2.27K	﹤0.01%	279
2022 Q2	$780	Buy	10,809 +2,559	+31%	+$192K	﹤0.01%	271
2022 Q1	$626	Buy	8,250 +1,250	+18%	+$94.2K	﹤0.01%	281
2021 Q4	$539	Buy	7,000 +3,500	+100%	+$254K	﹤0.01%	277
2021 Q3	$240	Buy	3,500 +500	+17%	+$35.6K	﹤0.01%	297
2021 Q2	$209	Buy	3,000 +200	+7%	+$14K	﹤0.01%	296
2021 Q1	$191	Hold	2,800	–	–	﹤0.01%	292
2020 Q4	$188	Hold	2,800	–	–	﹤0.01%	258
2020 Q3	$179	Hold	2,800	–	–	﹤0.01%	263
2020 Q2	$164	Hold	2,800	–	–	﹤0.01%	244
2020 Q1	$152	Buy	+2,800	New	+$170K	﹤0.01%	253
2019 Q2	$395K	Buy	+6,807	New	+$390K	0.14%	108
2018 Q4	$335K	Buy	6,600 +3,800	+136%	+$206K	0.12%	117
2018 Q3	$151K	Hold	2,800	–	–	0.05%	169
2018 Q2	$143K	Hold	2,800	–	–	0.05%	185
2018 Q1	$144K	Hold	2,800	–	–	0.08%	181
2017 Q4	$160K	Hold	2,800	–	–	0.09%	170
2017 Q3	$150K	Buy	+2,800	New	+$154K	0.09%	164

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

Westside Investment Management's XLP Position: Q2 2026 in Review

Westside Investment Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.8% in Q2 2026, buying an estimated $42K and bringing the position to 28,051 shares worth $2.33M. The position accounts for 0.31% of the portfolio, ranked #82.

Westside Investment Management first reported a position in XLP in Q3 2017 and has held it in 33 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Westside Investment Management held 28,051 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.33M as of Q2 2026.
Westside Investment Management bought 503 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $42K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.31% of Westside Investment Management's portfolio in Q2 2026, its #82 holding.
Westside Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2017 and has held it in 33 quarters since.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.