Intellectus Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Intellectus Partners’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	$408K	Buy	+4,915	New	+$410K	0.07%	219
2020 Q3	–	Sell	-18,080	Closed	-$1.06M	–	236
2020 Q2	$1.06M	Sell	18,080 -368	-2%	-$21.5K	0.41%	66
2020 Q1	$1M	Buy	18,448 +100	+0.5%	+$6.07K	0.48%	51
2019 Q4	$1.16M	Hold	18,348	–	–	0.47%	59
2019 Q3	$1.13M	Hold	18,348	–	–	0.5%	52
2019 Q2	$1.06M	Buy	18,348 +594	+3%	+$34K	0.46%	62
2019 Q1	$996K	Buy	+17,754	New	+$950K	0.43%	63
2018 Q4	–	Sell	-10,559	Closed	-$569K	–	532
2018 Q3	$569K	Buy	10,559 +5,863	+125%	+$315K	0.2%	130
2018 Q2	$242K	Buy	4,696 +2,886	+159%	+$147K	0.09%	212
2018 Q1	$95K	Hold	1,810	–	–	0.03%	291
2017 Q4	$103K	Hold	1,810	–	–	0.04%	282
2017 Q3	$98K	Buy	1,810 +862	+91%	+$47.4K	0.04%	305
2017 Q2	$52K	Buy	+948	New	+$52.7K	0.02%	364

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

Intellectus Partners's XLP Position: Q2 2026 in Review

Intellectus Partners opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 4,915 shares worth $408K. The stake represents 0.07% of the portfolio and ranks #219 among its holdings. This is a return to the name: Intellectus Partners previously reported a position in XLP as recently as Q2 2020.

Intellectus Partners first reported a position in XLP in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.16M in Q4 2019. 1,239 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Intellectus Partners held 4,915 shares of State Street Consumer Staples Select Sector SPDR ETF worth $408K as of Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Intellectus Partners position in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of Intellectus Partners's portfolio in Q2 2026, its #219 holding.
Intellectus Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2017 and has held it in 13 quarters since.
Intellectus Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.16M in Q4 2019.
1,239 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.