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

Evoke Wealth’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	$418K	Buy	5,095 +808	+19%	+$68K	0.01%	453
2025 Q4	$333K	Buy	+4,287	New	+$335K	0.01%	495
2024 Q4	–	Sell	-2,640	Closed	-$219K	–	460
2024 Q3	$219K	Buy	+2,640	New	+$212K	0.01%	381
2023 Q4	–	Sell	-3,709	Closed	-$255K	–	376
2023 Q3	$255K	Sell	3,709 -106,679	-97%	-$7.81M	0.01%	320
2023 Q2	$8.19M	Sell	110,388 -32,308	-23%	-$2.42M	0.28%	42
2023 Q1	$8.82M	Sell	142,696 -847	-0.6%	-$62K	0.32%	38
2022 Q4	$8.89M	Buy	143,543 +25,129	+21%	+$1.83M	0.32%	43
2022 Q3	$7.88M	Buy	118,414 +11,153	+10%	+$817K	0.32%	36
2022 Q2	$7.74M	Buy	107,261 +105,861	+7,562%	+$7.95M	0.29%	44
2022 Q1	$106K	Hold	1,400	–	–	﹤0.01%	426
2021 Q4	$108K	Buy	+1,400	New	+$101K	﹤0.01%	436
2021 Q1	–	Sell	-475	Closed	-$32K	–	1216
2020 Q4	$32K	Hold	475	–	–	﹤0.01%	433
2020 Q3	$30K	Hold	475	–	–	﹤0.01%	430
2020 Q2	$28K	Buy	+475	New	+$27.7K	﹤0.01%	425

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

Evoke Wealth's XLP Position: Q1 2026 in Review

Evoke Wealth increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 19% in Q1 2026, buying an estimated $68K and bringing the position to 5,095 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #453.

Evoke Wealth first reported a position in XLP in Q2 2020 and has held it in 14 quarters since. The position peaked at $8.89M in Q4 2022. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Evoke Wealth held 5,095 shares of State Street Consumer Staples Select Sector SPDR ETF worth $418K as of Q1 2026.
Evoke Wealth bought 808 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $68K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #453 holding.
Evoke Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2020 and has held it in 14 quarters since.
Evoke Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.89M in Q4 2022.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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