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Caldwell Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Caldwell Trust’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 		$142K Buy
1,735
+124
+8% +$10.4K 0.01% 368
2025
Q4 		$125K Sell
1,611
-664
-29% -$51.8K 0.01% 375
2025
Q3 		$178K Sell
2,275
-197
-8% -$15.9K 0.02% 328
2025
Q2 		$200K Buy
2,472
+230
+10% +$18.7K 0.02% 314
2025
Q1 		$183K Buy
2,242
+304
+16% +$24.3K 0.02% 323
2024
Q4 		$152K Sell
1,938
-704
-27% -$57.2K 0.02% 342
2024
Q3 		$219K Buy
2,642
+650
+33% +$52.2K 0.02% 306
2024
Q2 		$153K Hold
1,992
– – 0.02% 337
2024
Q1 		$152K Sell
1,992
-65
-3% -$4.81K 0.02% 339
2023
Q4 		$148K Sell
2,057
-467
-19% -$32.4K 0.02% 330
2023
Q3 		$174K Sell
2,524
-8,901
-78% -$651K 0.02% 305
2023
Q2 		$847K Buy
11,425
+9,098
+391% +$683K 0.11% 159
2023
Q1 		$174K Sell
2,327
-7,763
-77% -$568K 0.02% 297
2022
Q4 		$752K Buy
10,090
+8,230
+442% +$600K 0.11% 157
2022
Q3 		$124K Buy
1,860
+19
+1% +$1.39K 0.02% 324
2022
Q2 		$133K Buy
1,841
+81
+5% +$6.08K 0.02% 328
2022
Q1 		$134K Hold
1,760
– – 0.02% 339
2021
Q4 		$136K Hold
1,760
– – 0.02% 333
2021
Q3 		$121K Buy
1,760
+205
+13% +$14.6K 0.02% 338
2021
Q2 		$109K Sell
1,555
-32
-2% -$2.24K 0.01% 349
2021
Q1 		$108K Hold
1,587
– – 0.02% 335
2020
Q4 		$107K Sell
1,587
-2,325
-59% -$154K 0.02% 328
2020
Q3 		$251K Buy
3,912
+1,970
+101% +$124K 0.04% 226
2020
Q2 		$114K Sell
1,942
-2,300
-54% -$134K 0.02% 311
2020
Q1 		$231K Buy
4,242
+2,155
+103% +$131K 0.04% 218
2019
Q4 		$131K Buy
+2,087
New +$129K 0.02% 326

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Caldwell Trust's XLP Position: Q1 2026 in Review

Caldwell Trust increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 7.7% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,735 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #368.

Caldwell Trust first reported a position in XLP in Q4 2019 and has held it in 26 quarters since. The position peaked at $847K in Q2 2023. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Caldwell Trust held 1,735 shares of State Street Consumer Staples Select Sector SPDR ETF worth $142K as of Q1 2026.
  • Caldwell Trust bought 124 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #368 holding.
  • Caldwell Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $847K in Q2 2023.
  • 1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.