Concord Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Concord Wealth Partners’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	–	Sell	-292	Closed	-$22.7K	–	805
2025 Q4	$22.7K	Buy	+292	New	+$22.8K	﹤0.01%	425
2025 Q1	–	Sell	-108	Closed	-$8.49K	–	988
2024 Q4	$8.49K	Hold	108	–	–	﹤0.01%	539
2024 Q3	$8.96K	Sell	108 -12	-10%	-$963	﹤0.01%	565
2024 Q2	$9.19K	Hold	120	–	–	﹤0.01%	516
2024 Q1	$9.16K	Hold	120	–	–	﹤0.01%	582
2023 Q4	$8.64K	Sell	120 -142	-54%	-$9.84K	﹤0.01%	583
2023 Q3	$18K	Hold	262	–	–	﹤0.01%	525
2023 Q2	$19.4K	Hold	262	–	–	﹤0.01%	509
2023 Q1	$19.6K	Sell	262 -129	-33%	-$9.44K	0.01%	496
2022 Q4	$29.1K	Buy	+391	New	+$28.5K	0.01%	469
2022 Q3	–	Sell	-262	Closed	-$19K	–	1184
2022 Q2	$19K	Hold	262	–	–	0.01%	557
2022 Q1	$20K	Hold	262	–	–	0.01%	635
2021 Q4	$20K	Hold	262	–	–	﹤0.01%	649
2021 Q3	$18K	Sell	262 -55	-17%	-$3.92K	0.01%	398
2021 Q2	$22K	Hold	317	–	–	0.01%	487
2021 Q1	$22K	Buy	317 +98	+45%	+$6.44K	0.01%	467
2020 Q4	$15K	Buy	+219	New	+$14.5K	0.01%	337

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

Concord Wealth Partners's XLP Position: Q1 2026 in Review

Concord Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 292 shares — an estimated $22.7K sold.

Concord Wealth Partners first reported a position in XLP in Q4 2020 and held it in 17 quarters. The position peaked at $29.1K in Q4 2022. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Concord Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 292 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $22.7K.
Concord Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and held it in 17 quarters.
Concord Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $29.1K in Q4 2022.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.