Evanson Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Evanson Financial’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 Q2	$780K	Buy	+9,385	New	+$784K	0.04%	166

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evanson Financial's XLP Position: Q2 2026 in Review

Evanson Financial opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 9,385 shares worth $780K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings.

1,239 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Evanson Financial held 9,385 shares of State Street Consumer Staples Select Sector SPDR ETF worth $780K as of Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Evanson Financial position in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Evanson Financial's portfolio in Q2 2026, its #166 holding.
1,239 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.