Blue Bell Private Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Blue Bell Private Wealth Management’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 Q2	$83	Hold	1	–	–	﹤0.01%	710
2026 Q1	$82	Hold	1	–	–	﹤0.01%	717
2025 Q4	$78	Hold	1	–	–	﹤0.01%	720
2025 Q3	$78	Sell	1 -273	-100%	-$22.1K	﹤0.01%	726
2025 Q2	$22.2K	Hold	274	–	–	﹤0.01%	460
2025 Q1	$22.4K	Buy	+274	New	+$21.9K	﹤0.01%	448
2020 Q3	–	Sell	-1,095	Closed	-$60K	–	214
2020 Q2	$60K	Sell	1,095 -450	-29%	-$26.3K	0.03%	95
2020 Q1	$84K	Hold	1,545	–	–	0.05%	81
2019 Q4	$97K	Hold	1,545	–	–	0.04%	85
2019 Q3	$95K	Hold	1,545	–	–	0.04%	77
2019 Q2	$90K	Hold	1,545	–	–	0.04%	78
2019 Q1	$87K	Sell	1,545 -80	-5%	-$4.28K	0.04%	84
2018 Q4	$83K	Hold	1,625	–	–	0.04%	88
2018 Q3	$88K	Hold	1,625	–	–	0.04%	94
2018 Q2	$84K	Hold	1,625	–	–	0.04%	98
2018 Q1	$85K	Hold	1,625	–	–	0.04%	104
2017 Q4	$92K	Hold	1,625	–	–	0.04%	104
2017 Q3	$88K	Hold	1,625	–	–	0.04%	103
2017 Q2	$89K	Hold	1,625	–	–	0.04%	104
2017 Q1	$89K	Buy	1,625 +80	+5%	+$4.3K	0.05%	103
2016 Q4	$80K	Hold	1,545	–	–	0.05%	105
2016 Q3	$83K	Hold	1,545	–	–	0.05%	149
2016 Q2	$86K	Hold	1,545	–	–	0.06%	149
2016 Q1	$82K	Sell	1,545 -312	-17%	-$15.8K	0.06%	169
2015 Q4	$94K	Sell	1,857 -300	-14%	-$14.9K	0.06%	155
2015 Q3	$102K	Hold	2,157	–	–	0.07%	141
2015 Q2	$103K	Sell	2,157 -550	-20%	-$26.9K	0.06%	141
2015 Q1	$131K	Sell	2,707 -300	-10%	-$14.7K	0.08%	125
2014 Q4	$145K	Sell	3,007 -150	-5%	-$7.1K	0.08%	124
2014 Q3	$142K	Hold	3,157	–	–	0.09%	128
2014 Q2	$141K	Buy	3,157 +2,312	+274%	+$102K	0.09%	121
2014 Q1	$36K	Hold	845	–	–	0.02%	228
2013 Q4	$36K	Buy	+845	New	+$35.6K	0.03%	232

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Blue Bell Private Wealth Management's XLP Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 1 share worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Blue Bell Private Wealth Management first reported a position in XLP in Q4 2013 and has held it in 33 quarters since. The position peaked at $145K in Q4 2014. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Blue Bell Private Wealth Management held 1 share of State Street Consumer Staples Select Sector SPDR ETF worth $83 as of Q2 2026.
Blue Bell Private Wealth Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #710 holding.
Blue Bell Private Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and has held it in 33 quarters since.
Blue Bell Private Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $145K in Q4 2014.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.