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

Krilogy Financial’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	$19.1M	Sell	234,079 -6,658	-3%	-$561K	0.61%	38
2025 Q4	$19.9M	Buy	240,737 +21,154	+10%	+$1.65M	0.68%	33
2025 Q3	$16.7M	Buy	219,583 +55,870	+34%	+$4.51M	0.63%	35
2025 Q2	$13.3M	Buy	163,713 +6,294	+4%	+$511K	0.76%	34
2025 Q1	$12.9M	Buy	157,419 +2,635	+2%	+$210K	0.83%	33
2024 Q4	$12.2M	Buy	154,784 +6,617	+4%	+$537K	0.81%	34
2024 Q3	$12.3M	Buy	148,167 +9,071	+7%	+$728K	0.85%	29
2024 Q2	$10.7M	Buy	139,096 +10,112	+8%	+$771K	0.79%	30
2024 Q1	$9.85M	Buy	128,984 +14,617	+13%	+$1.08M	0.76%	34
2023 Q4	$8.24M	Sell	114,367 -16,538	-13%	-$1.15M	0.7%	36
2023 Q3	$9.01M	Buy	130,905 +13,795	+12%	+$1.01M	0.82%	28
2023 Q2	$8.69M	Sell	117,110 -893	-0.8%	-$67K	0.78%	31
2023 Q1	$8.82M	Buy	118,003 +22,852	+24%	+$1.67M	0.74%	31
2022 Q4	$7.09M	Buy	95,151 +18,301	+24%	+$1.33M	0.68%	30
2022 Q3	$5.13M	Sell	76,850 -511	-0.7%	-$37.4K	0.61%	29
2022 Q2	$5.58M	Buy	77,361 +5,969	+8%	+$448K	0.65%	29
2022 Q1	$5.42M	Buy	71,392 +25,260	+55%	+$1.9M	0.55%	36
2021 Q4	$3.56M	Buy	46,132 +3,043	+7%	+$221K	0.36%	50
2021 Q3	$2.97M	Buy	43,089 +2,661	+7%	+$190K	0.3%	55
2021 Q2	$2.83M	Buy	40,428 +3,397	+9%	+$238K	0.28%	58
2021 Q1	$2.53M	Buy	37,031 +3,272	+10%	+$215K	0.27%	62
2020 Q4	$2.28M	Buy	33,759 +369	+1%	+$24.4K	0.27%	59
2020 Q3	$2.14M	Sell	33,390 -889	-3%	-$56.1K	0.3%	55
2020 Q2	$2.01M	Sell	34,279 -154	-0.4%	-$8.99K	0.31%	50
2020 Q1	$1.88M	Sell	34,433 -3,068	-8%	-$186K	0.36%	43
2019 Q4	$2.36M	Buy	37,501 +1,330	+4%	+$81.9K	0.39%	60
2019 Q3	$2.22M	Buy	36,171 +477	+1%	+$28.7K	0.4%	59
2019 Q2	$2.07M	Buy	35,694 +22	+0.1%	+$1.26K	0.4%	60
2019 Q1	$2M	Sell	35,672 -211	-0.6%	-$11.3K	0.42%	55
2018 Q4	$1.82M	Sell	35,883 -470	-1%	-$25.5K	0.5%	36
2018 Q3	$1.96M	Sell	36,353 -3,741	-9%	-$201K	0.44%	36
2018 Q2	$2.07M	Buy	40,094 +4,462	+13%	+$227K	0.52%	34
2018 Q1	$1.88M	Sell	35,632 -759	-2%	-$41.8K	0.45%	35
2017 Q4	$2.07M	Buy	36,391 +4,557	+14%	+$250K	0.5%	32
2017 Q3	$1.72M	Buy	31,834 +1,869	+6%	+$103K	0.44%	33
2017 Q2	$1.65M	Sell	29,965 -1,258	-4%	-$69.9K	0.46%	33
2017 Q1	$1.61M	Hold	31,223	–	–	0.5%	34
2016 Q4	$1.61M	Buy	31,223 +4,678	+18%	+$242K	0.5%	34
2016 Q3	$1.41M	Sell	26,545 -3,408	-11%	-$186K	0.45%	38
2016 Q2	$1.65M	Buy	29,953 +4,673	+18%	+$249K	0.57%	35
2016 Q1	$1.34M	Sell	25,280 -1,381	-5%	-$70.2K	0.55%	33
2015 Q4	$1.35M	Sell	26,661 -376	-1%	-$18.7K	1.25%	21
2015 Q3	$1.28M	Buy	+27,037	New	+$1.31M	0.61%	33

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

Krilogy Financial's XLP Position: Q1 2026 in Review

Krilogy Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.8% in Q1 2026, selling an estimated $561K and leaving 234,079 shares worth $19.1M. The position accounts for 0.61% of the portfolio, ranked #38.

Krilogy Financial first reported a position in XLP in Q3 2015 and has held it in 43 quarters since. The position peaked at $19.9M in Q4 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Krilogy Financial held 234,079 shares of State Street Consumer Staples Select Sector SPDR ETF worth $19.1M as of Q1 2026.
Krilogy Financial sold 6,658 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $561K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.61% of Krilogy Financial's portfolio in Q1 2026, its #38 holding.
Krilogy Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2015 and has held it in 43 quarters since.
Krilogy Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $19.9M in Q4 2025.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.