Ehrlich Financial Group’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
Q1
Sell
-3,246
Closed -$252K 127
2025
Q4
$252K Sell
3,246
-84
-3% -$6.56K 0.14% 96
2025
Q3
$261K Sell
3,330
-241
-7% -$19.5K 0.15% 96
2025
Q2
$289K Buy
+3,571
New +$290K 0.19% 85

Other funds holding XLP

Ehrlich Financial Group's XLP Position: Q1 2026 in Review

Ehrlich Financial Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 3,246 shares — an estimated $252K sold.

Ehrlich Financial Group first reported a position in XLP in Q2 2025 and held it in 3 quarters. The position peaked at $289K in Q2 2025. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Ehrlich Financial Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 3,246 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $252K.
  • Ehrlich Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
  • Ehrlich Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $289K in Q2 2025.
  • 1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.