Alerus Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Alerus Financial’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	$2.86M	Sell	34,831 -8,509	-20%	-$717K	0.14%	91
2025 Q4	$3.37M	Buy	43,340 +43,236	+41,573%	+$3.37M	0.16%	84
2025 Q3	$8.15K	Sell	104 -130	-56%	-$10.5K	﹤0.01%	398
2025 Q2	$18.9K	Buy	+234	New	+$19K	﹤0.01%	311
2025 Q1	–	Sell	-30,170	Closed	-$2.37M	–	171
2024 Q4	$2.37M	Sell	30,170 -30,308	-50%	-$2.46M	0.18%	92
2024 Q3	$5.02M	Sell	60,478 -1,149	-2%	-$92.3K	0.37%	66
2024 Q2	$4.72M	Sell	61,627 -62	-0.1%	-$4.73K	0.35%	65
2024 Q1	$4.71M	Sell	61,689 -52,288	-46%	-$3.87M	0.36%	70
2023 Q4	$8.21M	Buy	113,977 +40,579	+55%	+$2.81M	0.67%	36
2023 Q3	$5.05M	Buy	73,398 +43,879	+149%	+$3.21M	0.45%	60
2023 Q2	$2.19M	Buy	+29,519	New	+$2.22M	0.19%	88
2022 Q3	–	Sell	-82,045	Closed	-$5.92M	–	179
2022 Q2	$5.92M	Buy	82,045 +11,347	+16%	+$852K	0.55%	43
2022 Q1	$5.37M	Buy	70,698 +26,826	+61%	+$2.02M	0.46%	58
2021 Q4	$3.38M	Sell	43,872 -10,382	-19%	-$752K	0.28%	96
2021 Q3	$3.73M	Buy	+54,254	New	+$3.87M	0.34%	74
2020 Q4	–	Sell	-81,678	Closed	-$5.24M	–	196
2020 Q3	$5.24M	Sell	81,678 -31,067	-28%	-$1.96M	0.59%	40
2020 Q2	$6.61M	Sell	112,745 -16,121	-13%	-$941K	0.78%	28
2020 Q1	$7.02M	Buy	128,866 +40,549	+46%	+$2.46M	0.97%	23
2019 Q4	$5.56M	Sell	88,317 -11,139	-11%	-$686K	0.63%	43
2019 Q3	$6.11M	Buy	99,456 +6,636	+7%	+$399K	0.79%	33
2019 Q2	$5.39M	Sell	92,820 -20,470	-18%	-$1.17M	0.73%	35
2019 Q1	$6.36M	Buy	+113,290	New	+$6.06M	0.89%	29
2018 Q1	–	Sell	-97,789	Closed	-$5.56M	–	142
2017 Q4	$5.56M	Buy	+97,789	New	+$5.37M	0.79%	39

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Alerus Financial's XLP Position: Q1 2026 in Review

Alerus Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 20% in Q1 2026, selling an estimated $717K and leaving 34,831 shares worth $2.86M. The position accounts for 0.14% of the portfolio, ranked #91.

Alerus Financial first reported a position in XLP in Q4 2017 and has held it in 23 quarters since. The position peaked at $8.21M in Q4 2023. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Alerus Financial held 34,831 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.86M as of Q1 2026.
Alerus Financial sold 8,509 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $717K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.14% of Alerus Financial's portfolio in Q1 2026, its #91 holding.
Alerus Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 23 quarters since.
Alerus Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.21M in Q4 2023.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.