Keel Point’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Keel Point’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	$484K	Buy	5,909 +5	+0.1%	+$421	0.03%	271
2025 Q4	$459K	Buy	5,904 +737	+14%	+$57.5K	0.03%	317
2025 Q3	$405K	Hold	5,167	–	–	0.02%	350
2025 Q2	$418K	Sell	5,167 -69	-1%	-$5.6K	0.03%	335
2025 Q1	$428K	Buy	5,236 +1,262	+32%	+$101K	0.03%	283
2024 Q4	$312K	Sell	3,974 -14	-0.4%	-$1.14K	0.03%	323
2024 Q3	$331K	Buy	3,988 +199	+5%	+$16K	0.03%	310
2024 Q2	$300K	Sell	3,789 -3,471	-48%	-$265K	0.03%	316
2024 Q1	$554K	Buy	7,260 +114	+2%	+$8.43K	0.06%	183
2023 Q4	$515K	Buy	7,146 +2,014	+39%	+$140K	0.06%	173
2023 Q3	$353K	Buy	5,132 +699	+16%	+$51.2K	0.05%	209
2023 Q2	$329K	Sell	4,433 -2,400	-35%	-$180K	0.04%	239
2023 Q1	$511K	Sell	6,833 -9,850	-59%	-$721K	0.07%	159
2022 Q4	$1.24M	Buy	+16,683	New	+$1.22M	0.2%	91
2022 Q1	–	Sell	-7,756	Closed	-$598K	–	301
2021 Q4	$598K	Buy	7,756 +4,673	+152%	+$339K	0.07%	137
2021 Q3	$212K	Sell	3,083 -1,354	-31%	-$96.5K	0.03%	246
2021 Q2	$310K	Buy	4,437 +1,133	+34%	+$79.3K	0.03%	195
2021 Q1	$226K	Buy	+3,304	New	+$217K	0.02%	245
2020 Q3	–	Sell	-4,126	Closed	-$242K	–	243
2020 Q2	$242K	Sell	4,126 -2,273	-36%	-$133K	0.03%	173
2020 Q1	$349K	Buy	+6,399	New	+$388K	0.05%	133
2019 Q4	–	Sell	-169,870	Closed	-$10.4M	–	206
2019 Q3	$10.4M	Buy	169,870 +1,905	+1%	+$115K	1.27%	15
2019 Q2	$9.75M	Buy	+167,965	New	+$9.62M	1.12%	16
2019 Q1	–	Sell	-145,847	Closed	-$7.41M	–	219
2018 Q4	$7.41M	Buy	+145,847	New	+$7.91M	1%	21
2016 Q3	–	Sell	-115,096	Closed	-$6.35M	–	146
2016 Q2	$6.35M	Buy	115,096 +12,497	+12%	+$665K	2.73%	8
2016 Q1	$5.44M	Buy	102,599 +86,333	+531%	+$4.39M	2.74%	8
2015 Q4	$821K	Buy	+16,266	New	+$808K	0.44%	39

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

Keel Point's XLP Position: Q1 2026 in Review

Keel Point increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.08% in Q1 2026, buying an estimated $421 and bringing the position to 5,909 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #271.

Keel Point first reported a position in XLP in Q4 2015 and has held it in 26 quarters since. The position peaked at $10.4M in Q3 2019. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Keel Point held 5,909 shares of State Street Consumer Staples Select Sector SPDR ETF worth $484K as of Q1 2026.
Keel Point bought 5 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $421.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Keel Point's portfolio in Q1 2026, its #271 holding.
Keel Point first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and has held it in 26 quarters since.
Keel Point's State Street Consumer Staples Select Sector SPDR ETF position peaked at $10.4M in Q3 2019.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.