Cascade Financial Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$748K Hold
9,000
0.06% 146
2026
Q1
$738K Hold
9,000
0.08% 139
2025
Q4
$699K Buy
+9,000
New +$702K 0.07% 144

Other funds holding XLP

Cascade Financial Partners's XLP Position: Q2 2026 in Review

Cascade Financial Partners held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 9,000 shares worth $748K. The position accounts for 0.06% of the portfolio, ranked #146.

Cascade Financial Partners first reported a position in XLP in Q4 2025 and has held it in 3 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Cascade Financial Partners held 9,000 shares of State Street Consumer Staples Select Sector SPDR ETF worth $748K as of Q2 2026.
  • Cascade Financial Partners 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 0.06% of Cascade Financial Partners's portfolio in Q2 2026, its #146 holding.
  • Cascade Financial Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.