AFO
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Allie Family Office’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Allie Family Office’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 		$507K Sell
6,189
-840
-12% -$70.7K 0.22% 56
2025
Q4 		$546K Buy
7,029
+250
+4% +$19.5K 0.26% 55
2025
Q3 		$531K Buy
6,779
+400
+6% +$32.3K 0.25% 56
2025
Q2 		$517K Buy
6,379
+10
+0.2% +$811 0.26% 49
2025
Q1 		$520K Buy
6,369
+120
+2% +$9.58K 0.28% 48
2024
Q4 		$491K Buy
6,249
+15
+0.2% +$1.22K 0.27% 49
2024
Q3 		$517K Sell
6,234
-345
-5% -$27.7K 0.28% 49
2024
Q2 		$504K Sell
6,579
-50
-0.8% -$3.81K 0.3% 52
2024
Q1 		$506K Sell
6,629
-70
-1% -$5.18K 0.3% 49
2023
Q4 		$483K Hold
6,699
– – 0.33% 45
2023
Q3 		$461K Buy
6,699
+205
+3% +$15K 0.37% 38
2023
Q2 		$482K Buy
6,494
+90
+1% +$6.75K 0.35% 40
2023
Q1 		$478K Buy
6,404
+260
+4% +$19K 0.36% 43
2022
Q4 		$458K Sell
6,144
-140
-2% -$10.2K 0.38% 43
2022
Q3 		$419K Sell
6,284
-250
-4% -$18.3K 0.36% 43
2022
Q2 		$472K Sell
6,534
-55
-0.8% -$4.13K 0.38% 42
2022
Q1 		$500K Hold
6,589
– – 0.38% 43
2021
Q4 		$508K Buy
+6,589
New +$478K 0.4% 49

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allie Family Office's XLP Position: Q1 2026 in Review

Allie Family Office reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 12% in Q1 2026, selling an estimated $70.7K and leaving 6,189 shares worth $507K. The position accounts for 0.22% of the portfolio, ranked #56.

Allie Family Office first reported a position in XLP in Q4 2021 and has held it in 18 quarters since. The position peaked at $546K in Q4 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Allie Family Office held 6,189 shares of State Street Consumer Staples Select Sector SPDR ETF worth $507K as of Q1 2026.
  • Allie Family Office sold 840 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $70.7K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.22% of Allie Family Office's portfolio in Q1 2026, its #56 holding.
  • Allie Family Office first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Allie Family Office's State Street Consumer Staples Select Sector SPDR ETF position peaked at $546K in Q4 2025.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.