JNBA Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

JNBA Financial Advisors’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	–	Sell	-39	Closed	-$3.03K	–	885
2025 Q4	$3.03K	Hold	39	–	–	﹤0.01%	633
2025 Q3	$3.06K	Hold	39	–	–	﹤0.01%	588
2025 Q2	$3.16K	Buy	39 +18	+86%	+$1.46K	﹤0.01%	569
2025 Q1	$1.72K	Buy	+21	New	+$1.68K	﹤0.01%	604
2024 Q3	–	Sell	-123	Closed	-$9.42K	–	686
2024 Q2	$9.42K	Hold	123	–	–	﹤0.01%	461
2024 Q1	$9.39K	Hold	123	–	–	﹤0.01%	476
2023 Q4	$8.86K	Hold	123	–	–	﹤0.01%	484
2023 Q3	$8.46K	Hold	123	–	–	﹤0.01%	483
2023 Q2	$9.12K	Buy	+123	New	+$9.23K	﹤0.01%	478
2022 Q3	–	Sell	-352	Closed	-$25K	–	763
2022 Q2	$25K	Buy	+352	New	+$26.4K	﹤0.01%	370
2017 Q1	–	Sell	-200	Closed	-$10K	–	500
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	365
2016 Q3	$11K	Sell	200 -3,225	-94%	-$176K	﹤0.01%	998
2016 Q2	$189K	Hold	3,425	–	–	0.05%	117
2016 Q1	$182K	Hold	3,425	–	–	0.07%	109
2015 Q4	$173K	Hold	3,425	–	–	0.07%	107
2015 Q3	$162K	Buy	3,425 +700	+26%	+$34K	0.07%	104
2015 Q2	$130K	Buy	2,725 +1,975	+263%	+$96.5K	0.05%	113
2015 Q1	$37K	Buy	+750	New	+$36.8K	0.01%	218

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

JNBA Financial Advisors's XLP Position: Q1 2026 in Review

JNBA Financial Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 39 shares — an estimated $3.03K sold.

JNBA Financial Advisors first reported a position in XLP in Q1 2015 and held it in 18 quarters. The position peaked at $189K in Q2 2016. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

JNBA Financial Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
JNBA Financial Advisors sold 39 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $3.03K.
JNBA Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and held it in 18 quarters.
JNBA Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $189K in Q2 2016.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.