Whitney & Co’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Whitney & Co’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	$325K	Sell	3,913 -208	-5%	-$17.4K	0.02%	143
2026 Q1	$338K	Sell	4,121 -80	-2%	-$6.74K	0.03%	139
2025 Q4	$326K	Sell	4,201 -341	-8%	-$26.6K	0.03%	140
2025 Q3	$356K	Sell	4,542 -1,231	-21%	-$99.5K	0.03%	109
2025 Q2	$467K	Sell	5,773 -11	-0.2%	-$892	0.05%	91
2025 Q1	$472K	Buy	5,784 +1,532	+36%	+$122K	0.05%	90
2024 Q4	$334K	Sell	4,252 -534	-11%	-$43.4K	0.04%	97
2024 Q3	$397K	Buy	4,786 +672	+16%	+$54K	0.04%	96
2024 Q2	$315K	Sell	4,114 -481	-10%	-$36.7K	0.04%	102
2024 Q1	$351K	Sell	4,595 -1,300	-22%	-$96.1K	0.04%	101
2023 Q4	$425K	Sell	5,895 -22	-0.4%	-$1.52K	0.05%	93
2023 Q3	$407K	Sell	5,917 -224	-4%	-$16.4K	0.06%	92
2023 Q2	$455K	Buy	6,141 +169	+3%	+$12.7K	0.07%	88
2023 Q1	$446K	Buy	5,972 +289	+5%	+$21.1K	0.07%	90
2022 Q4	$424K	Sell	5,683 -15	-0.3%	-$1.09K	0.08%	91
2022 Q3	$380K	Sell	5,698 -451	-7%	-$33K	0.07%	100
2022 Q2	$444K	Buy	6,149 +116	+2%	+$8.71K	0.08%	89
2022 Q1	$458K	Buy	+6,033	New	+$455K	0.07%	98
2019 Q1	–	Sell	-4,960	Closed	-$266K	–	115
2018 Q4	$266K	Buy	+4,960	New	+$269K	0.07%	103

Other funds holding XLP

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Whitney & Co's XLP Position: Q2 2026 in Review

Whitney & Co reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5% in Q2 2026, selling an estimated $17.4K and leaving 3,913 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #143.

Whitney & Co first reported a position in XLP in Q4 2018 and has held it in 19 quarters since. The position peaked at $472K in Q1 2025. 570 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Whitney & Co held 3,913 shares of State Street Consumer Staples Select Sector SPDR ETF worth $325K as of Q2 2026.
Whitney & Co sold 208 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $17.4K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #143 holding.
Whitney & Co first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 19 quarters since.
Whitney & Co's State Street Consumer Staples Select Sector SPDR ETF position peaked at $472K in Q1 2025.
570 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.