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

Berkeley Capital 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	–	Sell	-11,539	Closed	-$896K	–	200
2025 Q4	$896K	Buy	+11,539	New	+$901K	0.21%	95
2025 Q2	–	Sell	-2,484	Closed	-$203K	–	185
2025 Q1	$203K	Sell	2,484 -8,674	-78%	-$692K	0.06%	163
2024 Q4	$877K	Buy	11,158 +5,463	+96%	+$444K	0.24%	84
2024 Q3	$473K	Buy	5,695 +437	+8%	+$35.1K	0.14%	117
2024 Q2	$403K	Buy	5,258 +1,176	+29%	+$89.7K	0.12%	126
2024 Q1	$312K	Sell	4,082 -11,706	-74%	-$866K	0.1%	135
2023 Q4	$1.14M	Buy	15,788 +11,604	+277%	+$804K	0.38%	51
2023 Q3	$288K	Buy	4,184 +2	+0%	+$146	0.1%	127
2023 Q2	$310K	Sell	4,182 -149	-3%	-$11.2K	0.11%	124
2023 Q1	$324K	Sell	4,331 -977	-18%	-$71.5K	0.12%	113
2022 Q4	$396K	Buy	+5,308	New	+$387K	0.15%	103
2022 Q3	–	Sell	-2,952	Closed	-$213K	–	141
2022 Q2	$213K	Buy	+2,952	New	+$222K	0.09%	129
2020 Q2	–	Sell	-6,488	Closed	-$353K	–	117
2020 Q1	$353K	Buy	+6,488	New	+$394K	0.24%	81

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Berkeley Capital Partners's XLP Position: Q1 2026 in Review

Berkeley Capital Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 11,539 shares — an estimated $896K sold.

Berkeley Capital Partners first reported a position in XLP in Q1 2020 and held it in 13 quarters. The position peaked at $1.14M in Q4 2023. 1,257 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Berkeley Capital Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Berkeley Capital Partners sold 11,539 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $896K.
Berkeley Capital Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and held it in 13 quarters.
Berkeley Capital Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.14M in Q4 2023.
1,257 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.