Bank of Montreal’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bank of Montreal’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	$1.43M	Buy	+17,500	New	+$1.47M	﹤0.01%	1847
2025 Q1	–	Sell	-46,100	Closed	-$3.62M	–	3771
2024 Q4	$3.62M	Buy	+46,100	New	+$3.74M	﹤0.01%	1335
2023 Q1	–	Sell	-140,000	Closed	-$10.6M	–	4242
2022 Q4	$10.6M	Hold	140,000	–	–	﹤0.01%	961
2022 Q3	$10.2K	Hold	140,000	–	–	﹤0.01%	975
2022 Q2	$10.2K	Hold	140,000	–	–	﹤0.01%	1054
2022 Q1	$10.7M	Buy	+140,000	New	+$10.5M	0.01%	1115
2020 Q1	–	Sell	-4,200,000	Closed	-$265M	–	4792
2019 Q4	$265M	Buy	4,200,000 +3,900,000	+1,300%	+$240M	0.2%	97
2019 Q3	$18.4M	Hold	300,000	–	–	0.02%	655
2019 Q2	$17.4M	Buy	+300,000	New	+$17.2M	0.01%	693
2019 Q1	–	Sell	-260,000	Closed	-$13.2M	–	4797
2018 Q4	$13.2M	Buy	+260,000	New	+$14.1M	0.01%	687
2018 Q3	–	Sell	-6,000	Closed	-$309K	–	4921
2018 Q2	$309K	Buy	+6,000	New	+$305K	﹤0.01%	2571
2015 Q3	–	Sell	-100,000	Closed	-$4.76M	–	4184
2015 Q2	$4.76M	Buy	+100,000	New	+$4.88M	0.01%	1076
2014 Q1	–	Sell	-200,000	Closed	-$8.6M	–	4179
2013 Q4	$8.6M	Hold	200,000	–	–	0.01%	640
2013 Q3	$7.96M	Buy	200,000 +180,000	+900%	+$7.33M	0.01%	591
2013 Q2	$793K	Buy	+20,000	New	+$814K	﹤0.01%	1500

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 $424B AUM 22.96% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of Montreal's XLP Position: Q1 2026 in Review

Bank of Montreal increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 68% in Q1 2026, buying an estimated $7.66M and bringing the position to 225,575 shares worth $18.5M. The position accounts for 0.01% of the portfolio, ranked #866.

Bank of Montreal first reported a position in XLP in Q2 2013 and has held it in 52 quarters since. The position peaked at $239M in Q4 2024. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Bank of Montreal held 225,575 shares of State Street Consumer Staples Select Sector SPDR ETF worth $18.5M as of Q1 2026.
Bank of Montreal bought 90,989 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $7.66M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #866 holding.
Bank of Montreal first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's State Street Consumer Staples Select Sector SPDR ETF position peaked at $239M in Q4 2024.
1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.