Brown, Lisle/Cummings’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Brown, Lisle/Cummings’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 Q3	$1.27M	Buy	15,706 +49	+0.3%	+$4.14K	0.28%	86
2026 Q2	$1.3M	Buy	15,657 +21	+0.1%	+$1.75K	0.29%	84
2026 Q1	$1.28M	Sell	15,636 -72	-0.5%	-$6.06K	0.32%	79
2025 Q4	$1.22M	Hold	15,708	–	–	0.3%	85
2025 Q3	$1.23M	Hold	15,708	–	–	0.32%	78
2025 Q2	$1.27M	Buy	15,708 +500	+3%	+$40.6K	0.34%	72
2025 Q1	$1.24M	Hold	15,208	–	–	0.36%	70
2024 Q4	$1.2M	Buy	15,208 +191	+1%	+$15.5K	0.36%	71
2024 Q3	$1.25M	Sell	15,017 -960	-6%	-$77.1K	0.38%	67
2024 Q2	$1.22M	Buy	15,977 +34	+0.2%	+$2.59K	0.4%	63
2024 Q1	$1.22M	Buy	15,943 +80	+0.5%	+$5.92K	0.41%	61
2023 Q4	$1.14M	Sell	15,863 -23	-0.1%	-$1.59K	0.42%	58
2023 Q3	$1.09M	Hold	15,886	–	–	0.49%	51
2023 Q2	$1.18M	Hold	15,886	–	–	0.53%	48
2023 Q1	$1.19M	Hold	15,886	–	–	0.6%	44
2022 Q4	$1.18M	Sell	15,886 -1,441	-8%	-$105K	0.64%	44
2022 Q3	$1.16M	Buy	17,327 +700	+4%	+$51.3K	0.68%	43
2022 Q2	$1.2M	Sell	16,627 -1,353	-8%	-$102K	0.66%	40
2022 Q1	$1.36M	Buy	17,980 +234	+1%	+$17.6K	0.66%	42
2021 Q4	$1.37M	Buy	+17,746	New	+$1.29M	0.68%	37

Other funds holding XLP

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Brown, Lisle/Cummings's XLP Position: Q3 2026 in Review

Brown, Lisle/Cummings increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.31% in Q3 2026, buying an estimated $4.14K and bringing the position to 15,706 shares worth $1.27M. The position accounts for 0.28% of the portfolio, ranked #86.

Brown, Lisle/Cummings first reported a position in XLP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.37M in Q4 2021. 516 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Brown, Lisle/Cummings held 15,706 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.27M as of Q3 2026.
Brown, Lisle/Cummings bought 49 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $4.14K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.28% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #86 holding.
Brown, Lisle/Cummings first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
Brown, Lisle/Cummings's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.37M in Q4 2021.
516 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.