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Consumer Staples Select Sect. SPDR shares owned by WJ Financial Advisors

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by WJ Financial Advisors from 13F filings

Historical chart of WJ Financial Advisors 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 WJ Financial Advisors 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 WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $694k 8.9k 77.68
2025-09-30 $495k 6.3k 78.37

More positions owned by WJ Financial Advisors

Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Cornerstone Strategic Value (CLM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for WJ Financial Advisors

Top funds holding Consumer Staples Select Sect. SPDR

Elliott Investment Management
Goldman Sachs Group
Bnp Paribas Arbitrage, Snc
Barclays
Jpmorgan Chase & Co
Susquehanna International
Citadel Advisors
Two Sigma Investments
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Healthcare Of Ontario Pension Plan Trust Fund
Raymond James Financial
Menora Mivtachim Holdings
LPL Financial

View all funds holding Consumer Staples Select Sect. SPDR