Barrett & Company’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Barrett & Company’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	–	Sell	-648	Closed	-$50.3K	–	674
2025 Q4	$50.3K	Hold	648	–	–	0.02%	295
2025 Q3	$50.8K	Hold	648	–	–	0.02%	294
2025 Q2	$52.5K	Buy	648 +33	+5%	+$2.68K	0.02%	290
2025 Q1	$50.2K	Hold	615	–	–	0.02%	268
2024 Q4	$48.3K	Hold	615	–	–	0.02%	274
2024 Q3	$51K	Hold	615	–	–	0.02%	259
2024 Q2	$47.1K	Buy	615 +15	+3%	+$1.14K	0.02%	268
2024 Q1	$45.8K	Hold	600	–	–	0.02%	281
2023 Q4	$43.2K	Hold	600	–	–	0.02%	269
2023 Q3	$41.3K	Buy	600 +36	+6%	+$2.63K	0.02%	262
2023 Q2	$41.8K	Hold	564	–	–	0.02%	266
2023 Q1	$42.1K	Hold	564	–	–	0.03%	255
2022 Q4	$42K	Hold	564	–	–	0.03%	244
2022 Q3	$42K	Buy	+564	New	+$41.3K	0.03%	244

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

Barrett & Company's XLP Position: Q1 2026 in Review

Barrett & Company sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 648 shares — an estimated $50.3K sold.

Barrett & Company first reported a position in XLP in Q3 2022 and held it in 14 quarters. The position peaked at $52.5K in Q2 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Barrett & Company reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Barrett & Company sold 648 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $50.3K.
Barrett & Company first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and held it in 14 quarters.
Barrett & Company's State Street Consumer Staples Select Sector SPDR ETF position peaked at $52.5K in Q2 2025.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.