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 Q2	$2.74K	Sell	33 -43	-57%	-$3.59K	﹤0.01%	582
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 $1.55T 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

Evermay Wealth Management's XLP Position: Q2 2026 in Review

Evermay Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 57% in Q2 2026, selling an estimated $3.59K and leaving 33 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Evermay Wealth Management first reported a position in XLP in Q1 2023 and has held it in 9 quarters since. The position peaked at $6.23K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Evermay Wealth Management held 33 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.74K as of Q2 2026.
Evermay Wealth Management sold 43 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $3.59K.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #582 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 9 quarters since.
Evermay Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.23K in Q1 2026.
1,242 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.