Evergreen Wealth Solutions’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Evergreen Wealth Solutions’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	$2.72M	Buy	+33,223	New	+$2.8M	0.19%	93

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

Evergreen Wealth Solutions's XLP Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026: 33,223 shares worth $2.72M. The stake represents 0.19% of the portfolio and ranks #93 among its holdings.

1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Evergreen Wealth Solutions held 33,223 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.72M as of Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Evergreen Wealth Solutions position in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.19% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #93 holding.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.