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

Evermay 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	$6.23K	Buy	+76	New	+$6.4K	﹤0.01%	495
2024 Q4	–	Sell	-35	Closed	-$2.9K	–	614
2024 Q3	$2.9K	Hold	35	–	–	﹤0.01%	527
2024 Q2	$2.68K	Hold	35	–	–	﹤0.01%	527
2024 Q1	$2.67K	Hold	35	–	–	﹤0.01%	525
2023 Q4	$2.52K	Hold	35	–	–	﹤0.01%	509
2023 Q3	$2.41K	Hold	35	–	–	﹤0.01%	491
2023 Q2	$2.6K	Hold	35	–	–	﹤0.01%	480
2023 Q1	$2.62K	Buy	+35	New	+$2.56K	﹤0.01%	476

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

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

Evermay Wealth Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026: 76 shares worth $6.23K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in XLP as recently as Q3 2024.

Evermay Wealth Management first reported a position in XLP in Q1 2023 and has held it in 8 quarters since. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Evermay Wealth Management held 76 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.23K as of Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Evermay Wealth Management position in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #495 holding.
Evermay Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and has held it in 8 quarters since.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.