Bradley Foster & Sargent’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bradley Foster & Sargent’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	$248K	Hold	2,986	–	–	﹤0.01%	505
2026 Q1	$245K	Hold	2,986	–	–	﹤0.01%	493
2025 Q4	$232K	Hold	2,986	–	–	﹤0.01%	503
2025 Q3	$234K	Sell	2,986 -39	-1%	-$3.15K	﹤0.01%	507
2025 Q2	$245K	Sell	3,025 -1,638	-35%	-$133K	﹤0.01%	494
2025 Q1	$381K	Sell	4,663 -169	-3%	-$13.5K	0.01%	370
2024 Q4	$380K	Hold	4,832	–	–	0.01%	389
2024 Q3	$401K	Sell	4,832 -82	-2%	-$6.58K	0.01%	381
2024 Q2	$376K	Buy	4,914 +1,848	+60%	+$141K	0.01%	383
2024 Q1	$234K	Hold	3,066	–	–	﹤0.01%	418
2023 Q4	$221K	Sell	3,066 -2,223	-42%	-$154K	﹤0.01%	415
2023 Q3	$392K	Hold	5,289	–	–	0.01%	365
2023 Q2	$392K	Buy	5,289 +6	+0.1%	+$450	0.01%	365
2023 Q1	$395K	Sell	5,283 -485	-8%	-$35.5K	0.01%	351
2022 Q4	$430K	Sell	5,768 -190	-3%	-$13.8K	0.01%	341
2022 Q3	$398K	Sell	5,958 -325	-5%	-$23.8K	0.01%	341
2022 Q2	$454K	Buy	6,283 +197	+3%	+$14.8K	0.01%	339
2022 Q1	$462K	Buy	6,086 +2,911	+92%	+$219K	0.01%	355
2021 Q4	$245K	Buy	+3,175	New	+$230K	0.01%	414
2017 Q2	–	Sell	-4,010	Closed	-$219K	–	356
2017 Q1	$219K	Sell	4,010 -120	-3%	-$6.45K	0.01%	322
2016 Q4	$214K	Buy	4,130 +120	+3%	+$6.22K	0.01%	328
2016 Q3	$213K	Hold	4,010	–	–	0.01%	326
2016 Q2	$221K	Sell	4,010 -300	-7%	-$16K	0.01%	316
2016 Q1	$229K	Hold	4,310	–	–	0.01%	311
2015 Q4	$218K	Hold	4,310	–	–	0.01%	318
2015 Q3	$203K	Hold	4,310	–	–	0.01%	324
2015 Q2	$205K	Hold	4,310	–	–	0.01%	340
2015 Q1	$210K	Hold	4,310	–	–	0.01%	336
2014 Q4	$209K	Buy	+4,310	New	+$204K	0.01%	332

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

Bradley Foster & Sargent's XLP Position: Q2 2026 in Review

Bradley Foster & Sargent held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 2,986 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Bradley Foster & Sargent first reported a position in XLP in Q4 2014 and has held it in 29 quarters since. The position peaked at $462K in Q1 2022. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Bradley Foster & Sargent held 2,986 shares of State Street Consumer Staples Select Sector SPDR ETF worth $248K as of Q2 2026.
Bradley Foster & Sargent 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 Bradley Foster & Sargent's portfolio in Q2 2026, its #505 holding.
Bradley Foster & Sargent first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and has held it in 29 quarters since.
Bradley Foster & Sargent's State Street Consumer Staples Select Sector SPDR ETF position peaked at $462K in Q1 2022.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.