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 Q3	$52.2K	Hold	648	–	–	0.01%	297
2026 Q2	$53.8K	Buy	+648	New	+$54.1K	0.02%	306
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%	+$2.64K	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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Barrett & Company's XLP Position: Q3 2026 in Review

Barrett & Company held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2026 at 648 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #297.

Barrett & Company first reported a position in XLP in Q3 2022 and has held it in 16 quarters since. The position peaked at $53.8K in Q2 2026. 1,082 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Barrett & Company held 648 shares of State Street Consumer Staples Select Sector SPDR ETF worth $52.2K as of Q3 2026.
Barrett & Company left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Barrett & Company's portfolio in Q3 2026, its #297 holding.
Barrett & Company first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's State Street Consumer Staples Select Sector SPDR ETF position peaked at $53.8K in Q2 2026.
1,082 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.