D.B. Root & Company’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

D.B. Root & Company’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	$368K	Sell	4,492 -1,978	-31%	-$167K	0.09%	138
2025 Q4	$503K	Buy	6,470 +490	+8%	+$38.2K	0.12%	105
2025 Q3	$469K	Buy	5,980 +460	+8%	+$37.2K	0.12%	114
2025 Q2	$447K	Buy	5,520 +804	+17%	+$65.2K	0.13%	114
2025 Q1	$385K	Buy	4,716 +324	+7%	+$25.9K	0.12%	118
2024 Q4	$345K	Buy	4,392 +125	+3%	+$10.1K	0.11%	132
2024 Q3	$354K	Hold	4,267	–	–	0.12%	124
2024 Q2	$327K	Hold	4,267	–	–	0.11%	149
2024 Q1	$326K	Sell	4,267 -200	-4%	-$14.8K	0.11%	146
2023 Q4	$322K	Buy	4,467 +44	+1%	+$3.05K	0.12%	139
2023 Q3	$304K	Sell	4,423 -9,438	-68%	-$691K	0.12%	140
2023 Q2	$1.03M	Buy	13,861 +8,387	+153%	+$629K	0.39%	73
2023 Q1	$409K	Sell	5,474 -12,971	-70%	-$949K	0.16%	120
2022 Q4	$1.38M	Sell	18,445 -67	-0.4%	-$4.88K	0.58%	38
2022 Q3	$1.24M	Sell	18,512 -823	-4%	-$60.3K	0.56%	42
2022 Q2	$1.4M	Buy	19,335 +13,514	+232%	+$1.01M	0.6%	38
2022 Q1	$441K	Buy	5,821 +1,718	+42%	+$129K	0.16%	131
2021 Q4	$316K	Buy	4,103 +100	+2%	+$7.25K	0.11%	159
2021 Q3	$275K	Sell	4,003 -482	-11%	-$34.4K	0.11%	168
2021 Q2	$313K	Buy	4,485 +167	+4%	+$11.7K	0.12%	176
2021 Q1	$294K	Sell	4,318 -919	-18%	-$60.4K	0.12%	177
2020 Q4	$353K	Sell	5,237 -243	-4%	-$16.1K	0.14%	165
2020 Q3	$351K	Buy	5,480 +246	+5%	+$15.5K	0.14%	165
2020 Q2	$306K	Buy	5,234 +371	+8%	+$21.7K	0.13%	167
2020 Q1	$264K	Buy	+4,863	New	+$295K	0.13%	167
2019 Q4	–	Sell	-3,711	Closed	-$227K	–	202
2019 Q3	$227K	Hold	3,711	–	–	0.11%	179
2019 Q2	$215K	Sell	3,711 -7,357	-66%	-$421K	0.1%	187
2019 Q1	$621K	Sell	11,068 -15,861	-59%	-$848K	0.27%	104
2018 Q4	$1.37M	Buy	+26,929	New	+$1.46M	0.68%	34

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

D.B. Root & Company's XLP Position: Q1 2026 in Review

D.B. Root & Company reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 31% in Q1 2026, selling an estimated $167K and leaving 4,492 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #138.

D.B. Root & Company first reported a position in XLP in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.4M in Q2 2022. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

D.B. Root & Company held 4,492 shares of State Street Consumer Staples Select Sector SPDR ETF worth $368K as of Q1 2026.
D.B. Root & Company sold 1,978 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $167K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of D.B. Root & Company's portfolio in Q1 2026, its #138 holding.
D.B. Root & Company first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
D.B. Root & Company's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.4M in Q2 2022.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.