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Confluence Wealth Services »

Consumer Staples Select Sect. SPDR shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$277k	3.5k	78.37
2025-06-30	$315k	3.9k	80.97
2025-03-31	$314k	3.8k	81.77
2021-12-31	$45k	586	76.79

More positions owned by Confluence Wealth Services

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Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional International Value Etf Internatnal Val (DFIV)

Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Apple (AAPL)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding Consumer Staples Select Sect. SPDR

Susquehanna International

Elliott Investment Management

Healthcare Of Ontario Pension Plan Trust Fund

Two Sigma Investments

Envestnet Asset Management

UBS Group

Wells Fargo & Company

Raymond James Financial

LPL Financial

Jane Street

View all funds holding Consumer Staples Select Sect. SPDR

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