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

EPG 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	$144K	Buy	1,756 +6	+0.3%	+$505	0.04%	191
2025 Q4	$136K	Buy	1,750 +10	+0.6%	+$781	0.04%	194
2025 Q3	$136K	Buy	1,740 +7	+0.4%	+$566	0.04%	191
2025 Q2	$140K	Sell	1,733 -4,665	-73%	-$378K	0.04%	191
2025 Q1	$523K	Sell	6,398 -3,799	-37%	-$303K	0.15%	161
2024 Q4	$802K	Sell	10,197 -1,515	-13%	-$123K	0.21%	123
2024 Q3	$972K	Buy	+11,712	New	+$940K	0.25%	110
2024 Q2	–	Sell	-13,286	Closed	-$1.01M	–	111
2024 Q1	$1.01M	Buy	13,286 +734	+6%	+$54.3K	0.25%	104
2023 Q4	$914K	Sell	12,552 -1,313	-9%	-$91K	0.24%	108
2023 Q3	$954K	Sell	13,865 -731	-5%	-$53.5K	0.29%	86
2023 Q2	$1.08M	Buy	14,596 +215	+1%	+$16.1K	0.32%	79
2023 Q1	$1.07M	Buy	14,381 +131	+0.9%	+$9.58K	0.34%	76
2022 Q4	$1.06M	Sell	14,250 -214	-1%	-$15.6K	0.4%	60
2022 Q3	$965K	Sell	14,464 -482	-3%	-$35.3K	0.4%	58
2022 Q2	$1.08M	Buy	14,946 +4,943	+49%	+$371K	0.46%	53
2022 Q1	$759K	Buy	10,003 +540	+6%	+$40.7K	0.26%	78
2021 Q4	$730K	Buy	9,463 +2,773	+41%	+$201K	0.26%	78
2021 Q3	$461K	Buy	6,690 +503	+8%	+$35.9K	0.18%	114
2021 Q2	$433K	Buy	6,187 +509	+9%	+$35.6K	0.18%	119
2021 Q1	$388K	Sell	5,678 -1,211	-18%	-$79.6K	0.19%	116
2020 Q4	$465K	Buy	6,889 +241	+4%	+$15.9K	0.28%	84
2020 Q3	$426K	Sell	6,648 -2,706	-29%	-$171K	0.31%	73
2020 Q2	$549K	Buy	9,354 +91	+1%	+$5.31K	0.39%	63
2020 Q1	$504K	Sell	9,263 -13,954	-60%	-$847K	0.37%	60
2019 Q4	$1.46M	Buy	+23,217	New	+$1.43M	1.07%	23

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

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

EPG Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.34% in Q1 2026, buying an estimated $505 and bringing the position to 1,756 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #191.

EPG Wealth Management first reported a position in XLP in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.46M in Q4 2019. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

EPG Wealth Management held 1,756 shares of State Street Consumer Staples Select Sector SPDR ETF worth $144K as of Q1 2026.
EPG Wealth Management bought 6 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $505.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of EPG Wealth Management's portfolio in Q1 2026, its #191 holding.
EPG Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
EPG Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.46M in Q4 2019.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.