EverSource Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$133K Sell
1,628
-9
-0.5% -$758 ﹤0.01% 1269
2025
Q4
$127K Sell
1,637
-40
-2% -$3.12K ﹤0.01% 1188
2025
Q3
$131K Sell
1,677
-50
-3% -$4.04K 0.01% 1124
2025
Q2
$140K Sell
1,727
-917
-35% -$74.4K 0.01% 1031
2025
Q1
$216K Buy
2,644
+2,124
+408% +$170K 0.01% 636
2024
Q4
$40.9K Buy
520
+180
+53% +$14.6K ﹤0.01% 1276
2024
Q3
$28.2K Hold
340
﹤0.01% 1318
2024
Q2
$26.5K Sell
340
-74
-18% -$5.64K ﹤0.01% 1368
2024
Q1
$31.3K Buy
414
+170
+70% +$12.6K ﹤0.01% 1174
2023
Q4
$17.6K Sell
244
-559
-70% -$38.7K ﹤0.01% 1295
2023
Q3
$55.3K Hold
803
0.01% 769
2023
Q2
$59.6K Sell
803
-3,820
-83% -$287K 0.01% 766
2023
Q1
$345K Buy
4,623
+4,170
+921% +$305K 0.04% 274
2022
Q4
$33.8K Buy
+453
New +$33K 0.01% 906

Other funds holding XLP

EverSource Wealth Advisors's XLP Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.55% in Q1 2026, selling an estimated $758 and leaving 1,628 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

EverSource Wealth Advisors first reported a position in XLP in Q4 2022 and has held it in 14 quarters since. The position peaked at $345K in Q1 2023. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • EverSource Wealth Advisors held 1,628 shares of State Street Consumer Staples Select Sector SPDR ETF worth $133K as of Q1 2026.
  • EverSource Wealth Advisors sold 9 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $758.
  • State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1269 holding.
  • EverSource Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $345K in Q1 2023.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.