Evelyn Partners Investment Management Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Evelyn Partners Investment Management Services’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	$24.6K	Hold	300	–	–	﹤0.01%	212
2025 Q4	$23.3K	Hold	300	–	–	﹤0.01%	206
2025 Q3	$23.5K	Hold	300	–	–	﹤0.01%	214
2025 Q2	$24.3K	Sell	300 -81	-21%	-$6.57K	﹤0.01%	201
2025 Q1	$31.1K	Hold	381	–	–	0.01%	191
2024 Q4	$29.9K	Buy	+381	New	+$30.9K	0.01%	193

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

Evelyn Partners Investment Management Services's XLP Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 300 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Evelyn Partners Investment Management Services first reported a position in XLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.1K in Q1 2025. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Evelyn Partners Investment Management Services held 300 shares of State Street Consumer Staples Select Sector SPDR ETF worth $24.6K as of Q1 2026.
Evelyn Partners Investment Management Services left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #212 holding.
Evelyn Partners Investment Management Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $31.1K in Q1 2025.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.