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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$207K Sell
2,524
-876
-26% -$73.8K 0.03% 289
2025
Q4
$264K Buy
3,400
+203
+6% +$15.8K 0.03% 282
2025
Q3
$251K Sell
3,197
-44
-1% -$3.56K 0.03% 287
2025
Q2
$262K Buy
3,241
+138
+4% +$11.2K 0.04% 267
2025
Q1
$253K Sell
3,103
-31
-1% -$2.47K 0.04% 265
2024
Q4
$246K Buy
3,134
+666
+27% +$54.1K 0.04% 264
2024
Q3
$205K Buy
+2,468
New +$198K 0.04% 285

Other funds holding XLP

Lifeworks Advisors's XLP Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 26% in Q1 2026, selling an estimated $73.8K and leaving 2,524 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #289.

Lifeworks Advisors first reported a position in XLP in Q3 2024 and has held it in 7 quarters since. The position peaked at $264K in Q4 2025. 1,249 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Lifeworks Advisors held 2,524 shares of State Street Consumer Staples Select Sector SPDR ETF worth $207K as of Q1 2026.
  • Lifeworks Advisors sold 876 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $73.8K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Lifeworks Advisors's portfolio in Q1 2026, its #289 holding.
  • Lifeworks Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $264K in Q4 2025.
  • 1,249 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.