Ipsen Advisor Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Ipsen Advisor Group’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	$282K	Sell	3,435 -281	-8%	-$23.7K	0.2%	93
2025 Q4	$289K	Sell	3,716 -166	-4%	-$13K	0.21%	93
2025 Q3	$304K	Sell	3,882 -46	-1%	-$3.72K	0.22%	88
2025 Q2	$318K	Sell	3,928 -130	-3%	-$10.5K	0.24%	85
2025 Q1	$331K	Buy	4,058 +21	+0.5%	+$1.68K	0.29%	81
2024 Q4	$317K	Buy	+4,037	New	+$328K	0.27%	78
2022 Q4	$347K	Buy	+4,661	New	+$340K	0.4%	69

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

Ipsen Advisor Group's XLP Position: Q1 2026 in Review

Ipsen Advisor Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 7.6% in Q1 2026, selling an estimated $23.7K and leaving 3,435 shares worth $282K. The position accounts for 0.2% of the portfolio, ranked #93.

Ipsen Advisor Group first reported a position in XLP in Q4 2022 and has held it in 7 quarters since. The position peaked at $347K in Q4 2022. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Ipsen Advisor Group held 3,435 shares of State Street Consumer Staples Select Sector SPDR ETF worth $282K as of Q1 2026.
Ipsen Advisor Group sold 281 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $23.7K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.2% of Ipsen Advisor Group's portfolio in Q1 2026, its #93 holding.
Ipsen Advisor Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $347K 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 Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.