Circle Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Circle Wealth Management’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	$7.17M	Buy	87,501 +135	+0.2%	+$11.4K	0.1%	44
2025 Q4	$6.79M	Buy	87,366 +194	+0.2%	+$15.1K	0.1%	44
2025 Q3	$6.83M	Buy	87,172 +3,538	+4%	+$286K	0.13%	44
2025 Q2	$6.77M	Buy	83,634 +161	+0.2%	+$13.1K	0.15%	42
2025 Q1	$6.82M	Sell	83,473 -6,105	-7%	-$487K	0.16%	38
2024 Q4	$7.04M	Buy	89,578 +178	+0.2%	+$14.5K	0.15%	40
2024 Q3	$7.42M	Buy	89,400 +123	+0.1%	+$9.88K	0.16%	36
2024 Q2	$6.84M	Buy	89,277 +279	+0.3%	+$21.3K	0.16%	36
2024 Q1	$6.8M	Buy	88,998 +167	+0.2%	+$12.3K	0.17%	37
2023 Q4	$6.4M	Sell	88,831 -4,518	-5%	-$313K	0.16%	36
2023 Q3	$6.42M	Buy	93,349 +775	+0.8%	+$56.7K	0.16%	36
2023 Q2	$6.87M	Buy	92,574 +159	+0.2%	+$11.9K	0.91%	15
2023 Q1	$6.9M	Buy	92,415 +105	+0.1%	+$7.68K	1%	14
2022 Q4	$6.88M	Buy	92,310 +158	+0.2%	+$11.5K	1.06%	14
2022 Q3	$6.15M	Sell	92,152 -4,820	-5%	-$353K	1.01%	14
2022 Q2	$7M	Buy	96,972 +158	+0.2%	+$11.9K	1.11%	14
2022 Q1	$7.35M	Sell	96,814 -2,052	-2%	-$155K	0.96%	16
2021 Q4	$7.62M	Buy	98,866 +148	+0.1%	+$10.7K	1%	14
2021 Q3	$6.8M	Buy	98,718 +135	+0.1%	+$9.62K	0.98%	15
2021 Q2	$6.9M	Buy	98,583 +137	+0.1%	+$9.59K	0.99%	15
2021 Q1	$6.72M	Buy	98,446 +114	+0.1%	+$7.5K	1.07%	14
2020 Q4	$6.63M	Sell	98,332 -14,588	-13%	-$964K	0.95%	15
2020 Q3	$7.24M	Buy	112,920 +125	+0.1%	+$7.89K	1.2%	13
2020 Q2	$6.61M	Buy	112,795 +164	+0.1%	+$9.57K	1.16%	15
2020 Q1	$6.13M	Buy	+112,631	New	+$6.84M	1.2%	13

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Circle Wealth Management's XLP Position: Q1 2026 in Review

Circle Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.15% in Q1 2026, buying an estimated $11.4K and bringing the position to 87,501 shares worth $7.17M. The position accounts for 0.1% of the portfolio, ranked #44.

Circle Wealth Management first reported a position in XLP in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.62M in Q4 2021. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Circle Wealth Management held 87,501 shares of State Street Consumer Staples Select Sector SPDR ETF worth $7.17M as of Q1 2026.
Circle Wealth Management bought 135 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $11.4K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.1% of Circle Wealth Management's portfolio in Q1 2026, its #44 holding.
Circle Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Circle Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.62M in Q4 2021.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.