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Live Oak Investment Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Live Oak Investment Partners’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
Q2 		– Sell
-7,788
Closed -$638K – 99
2026
Q1 		$638K Buy
7,788
+249
+3% +$21K 0.38% 61
2025
Q4 		$586K Buy
+7,539
New +$588K 0.36% 60

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Live Oak Investment Partners's XLP Position: Q2 2026 in Review

Live Oak Investment Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 7,788 shares — an estimated $638K sold.

Live Oak Investment Partners first reported a position in XLP in Q4 2025 and held it in 2 quarters. The position peaked at $638K in Q1 2026. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Live Oak Investment Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Live Oak Investment Partners sold 7,788 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $638K.
  • Live Oak Investment Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Live Oak Investment Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $638K in Q1 2026.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.