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

Fourth Dimension 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	$1.98M	Buy	24,135 +1,664	+7%	+$140K	0.75%	35
2025 Q4	$1.75M	Buy	22,471 +820	+4%	+$64K	0.64%	40
2025 Q3	$1.7M	Buy	21,651 +1,088	+5%	+$87.9K	0.65%	40
2025 Q2	$1.67M	Buy	20,563 +1,715	+9%	+$139K	0.7%	40
2025 Q1	$1.54M	Sell	18,848 -4,675	-20%	-$373K	0.74%	37
2024 Q4	$1.85M	Buy	+23,523	New	+$1.91M	0.96%	27

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

Fourth Dimension Wealth's XLP Position: Q1 2026 in Review

Fourth Dimension Wealth increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 7.4% in Q1 2026, buying an estimated $140K and bringing the position to 24,135 shares worth $1.98M. The position accounts for 0.75% of the portfolio, ranked #35.

Fourth Dimension Wealth first reported a position in XLP in Q4 2024 and has held it in 6 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Fourth Dimension Wealth held 24,135 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.98M as of Q1 2026.
Fourth Dimension Wealth bought 1,664 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $140K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.75% of Fourth Dimension Wealth's portfolio in Q1 2026, its #35 holding.
Fourth Dimension Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.