Bernard Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Bernard Wealth Management's XLP Position: Q1 2026 in Review
Bernard Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.7% in Q1 2026, selling an estimated $337 and leaving 228 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #194.
Bernard Wealth Management first reported a position in XLP in Q2 2025 and has held it in 4 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.
- Bernard Wealth Management held 228 shares of State Street Consumer Staples Select Sector SPDR ETF worth $18.7K as of Q1 2026.
- Bernard Wealth Management sold 4 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $337.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #194 holding.
- Bernard Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
- 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.
Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.