Cherry Tree Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Cherry Tree Wealth Management's XLP Position: Q1 2026 in Review
Cherry Tree Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 27% in Q1 2026, buying an estimated $54.9K and bringing the position to 3,026 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #145.
Cherry Tree Wealth Management first reported a position in XLP in Q2 2023 and has held it in 12 quarters since. The position peaked at $266K in Q1 2025. 1,257 funds tracked by Wall St. Rank hold XLP as of Q1 2026.
- Cherry Tree Wealth Management held 3,026 shares of State Street Consumer Staples Select Sector SPDR ETF worth $248K as of Q1 2026.
- Cherry Tree Wealth Management bought 652 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $54.9K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #145 holding.
- Cherry Tree Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
- Cherry Tree Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $266K in Q1 2025.
- 1,257 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.
Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.