Estate Counselors’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
$15.2M Sell
185,026
-16,041
-8% -$1.35M 1.35% 10
2025
Q4
$15.6M Sell
201,067
-49,871
-20% -$3.89M 1.31% 6
2025
Q3
$19.7M Buy
250,938
+22,485
+10% +$1.82M 1.69% 4
2025
Q2
$18.5M Buy
228,453
+45,475
+25% +$3.69M 1.82% 4
2025
Q1
$14.9M Buy
182,978
+2,286
+1% +$182K 1.55% 5
2024
Q4
$14.2M Buy
180,692
+8,675
+5% +$704K 1.52% 5
2024
Q3
$14.3M Sell
172,017
-253
-0.1% -$20.3K 1.48% 8
2024
Q2
$13.2M Buy
172,270
+36,995
+27% +$2.82M 1.44% 7
2024
Q1
$10.3M Sell
135,275
-1,470
-1% -$109K 1.18% 7
2023
Q4
$9.85M Buy
136,745
+44,105
+48% +$3.06M 1.22% 20
2023
Q3
$6.37M Buy
92,640
+2,915
+3% +$213K 0.85% 28
2023
Q2
$6.65M Sell
89,725
-8,190
-8% -$615K 0.84% 30
2023
Q1
$7.32M Buy
97,915
+46,762
+91% +$3.42M 0.97% 25
2022
Q4
$3.81M Buy
51,153
+2,600
+5% +$189K 0.53% 49
2022
Q3
$3.24M Sell
48,553
-53,070
-52% -$3.89M 0.5% 43
2022
Q2
$7.33M Sell
101,623
-77,310
-43% -$5.8M 1.09% 30
2022
Q1
$13.6M Buy
178,933
+3,885
+2% +$293K 1.77% 18
2021
Q4
$13.5M Buy
175,048
+3,163
+2% +$229K 1.64% 22
2021
Q3
$11.8M Buy
171,885
+2,900
+2% +$207K 1.48% 22
2021
Q2
$11.8M Buy
168,985
+910
+0.5% +$63.7K 1.55% 21
2021
Q1
$11.5M Buy
168,075
+112,690
+203% +$7.41M 1.68% 20
2020
Q4
$3.74M Sell
55,385
-1,825
-3% -$121K 0.56% 47
2020
Q3
$3.67M Buy
57,210
+2,610
+5% +$165K 0.57% 43
2020
Q2
$3.2M Sell
54,600
-57,550
-51% -$3.36M 0.51% 46
2020
Q1
$6.11M Buy
112,150
+600
+0.5% +$36.4K 1.01% 36
2019
Q4
$7.03M Sell
111,550
-197,500
-64% -$12.2M 1.03% 39
2019
Q3
$19M Sell
309,050
-3,800
-1% -$228K 2.91% 9
2019
Q2
$18.2M Buy
312,850
+114,700
+58% +$6.57M 2.84% 9
2019
Q1
$11.1M Buy
198,150
+41,000
+26% +$2.19M 1.91% 22
2018
Q4
$7.98M Sell
157,150
-7,300
-4% -$396K 1.61% 26
2018
Q3
$8.87M Buy
164,450
+3,950
+2% +$212K 1.61% 25
2018
Q2
$8.27M Buy
160,500
+15,300
+11% +$777K 1.57% 26
2018
Q1
$7.64M Buy
145,200
+20,130
+16% +$1.11M 1.42% 26
2017
Q4
$7.12M Buy
+125,070
New +$6.87M 1.42% 28
2017
Q2
Sell
-63,670
Closed -$3.48M 67
2017
Q1
$3.48M Sell
63,670
-2,850
-4% -$153K 0.9% 34
2016
Q4
$3.44M Buy
66,520
+61,770
+1,300% +$3.2M 0.95% 40
2016
Q3
$253K Sell
4,750
-1,130
-19% -$61.5K 0.1% 52
2016
Q2
$324K Hold
5,880
0.13% 49
2016
Q1
$312K Sell
5,880
-4,050
-41% -$206K 0.14% 49
2015
Q4
$501K Sell
9,930
-1,000
-9% -$49.7K 0.2% 58
2015
Q3
$515K Sell
10,930
-1,200
-10% -$58.3K 0.21% 56
2015
Q2
$577K Hold
12,130
0.2% 45
2015
Q1
$591K Sell
12,130
-40,180
-77% -$1.97M 0.21% 46
2014
Q4
$2.54M Buy
52,310
+280
+0.5% +$13.3K 0.9% 29
2014
Q3
$2.35M Buy
52,030
+1,350
+3% +$60.5K 0.9% 29
2014
Q2
$2.26M Sell
50,680
-30
-0.1% -$1.33K 0.86% 29
2014
Q1
$2.18M Buy
50,710
+3,550
+8% +$149K 0.88% 29
2013
Q4
$2.03M Buy
47,160
+19,395
+70% +$818K 0.9% 29
2013
Q3
$1.1M Hold
27,765
0.51% 33
2013
Q2
$1.11M Buy
+27,765
New +$1.13M 0.56% 32

Other funds holding XLP

Estate Counselors's XLP Position: Q1 2026 in Review

Estate Counselors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 8% in Q1 2026, selling an estimated $1.35M and leaving 185,026 shares worth $15.2M. The position accounts for 1.35% of the portfolio, ranked #10.

Estate Counselors first reported a position in XLP in Q2 2013 and has held it in 50 quarters since. The position peaked at $19.7M in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Estate Counselors held 185,026 shares of State Street Consumer Staples Select Sector SPDR ETF worth $15.2M as of Q1 2026.
  • Estate Counselors sold 16,041 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $1.35M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.35% of Estate Counselors's portfolio in Q1 2026, its #10 holding.
  • Estate Counselors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 50 quarters since.
  • Estate Counselors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $19.7M in Q3 2025.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.