BBR Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

BBR Partners’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	$2.85M	Hold	34,780	–	–	0.16%	59
2025 Q4	$2.7M	Sell	34,780 -4,529	-12%	-$353K	0.15%	65
2025 Q3	$3.08M	Buy	39,309 +5,539	+16%	+$447K	0.18%	54
2025 Q2	$2.73M	Buy	+33,770	New	+$2.74M	0.17%	58
2021 Q2	–	Sell	-21,640	Closed	-$1.48M	–	222
2021 Q1	$1.48M	Hold	21,640	–	–	0.12%	68
2020 Q4	$1.46M	Hold	21,640	–	–	0.12%	62
2020 Q3	$1.39M	Buy	+21,640	New	+$1.37M	0.12%	71
2016 Q2	–	Sell	-6,000	Closed	-$318K	–	79
2016 Q1	$318K	Buy	+6,000	New	+$305K	0.05%	54
2015 Q4	–	Sell	-19,800	Closed	-$934K	–	78
2015 Q3	$934K	Sell	19,800 -4,518	-19%	-$220K	0.14%	14
2015 Q2	$1.16M	Buy	+24,318	New	+$1.19M	0.14%	21

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

BBR Partners's XLP Position: Q1 2026 in Review

BBR Partners held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 34,780 shares worth $2.85M. The position accounts for 0.16% of the portfolio, ranked #59.

BBR Partners first reported a position in XLP in Q2 2015 and has held it in 10 quarters since. The position peaked at $3.08M in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

BBR Partners held 34,780 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.85M as of Q1 2026.
BBR Partners left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.16% of BBR Partners's portfolio in Q1 2026, its #59 holding.
BBR Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2015 and has held it in 10 quarters since.
BBR Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.08M in Q3 2025.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.