Lyell Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Lyell Wealth Management’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	$237K	Sell	2,852 -50	-2%	-$4.18K	0.01%	220
2026 Q1	$238K	Hold	2,902	–	–	0.02%	197
2025 Q4	$225K	Sell	2,902 -580	-17%	-$45.3K	0.02%	201
2025 Q3	$273K	Sell	3,482 -365	-9%	-$29.5K	0.02%	190
2025 Q2	$311K	Buy	3,847 +151	+4%	+$12.3K	0.02%	174
2025 Q1	$302K	Sell	3,696 -91	-2%	-$7.26K	0.03%	170
2024 Q4	$298K	Sell	3,787 -1,160	-23%	-$94.2K	0.03%	168
2024 Q3	$411K	Buy	4,947 +110	+2%	+$8.83K	0.04%	155
2024 Q2	$370K	Sell	4,837 -145	-3%	-$11.1K	0.04%	152
2024 Q1	$380K	Sell	4,982 -95	-2%	-$7.03K	0.04%	153
2023 Q4	$366K	Sell	5,077 -922	-15%	-$63.9K	0.04%	149
2023 Q3	$413K	Sell	5,999 -971	-14%	-$71.1K	0.06%	134
2023 Q2	$517K	Sell	6,970 -235	-3%	-$17.6K	0.07%	130
2023 Q1	$538K	Sell	7,205 -3,453	-32%	-$253K	0.08%	137
2022 Q4	$795K	Sell	10,658 -275	-3%	-$20K	0.13%	118
2022 Q3	$730K	Buy	10,933 +507	+5%	+$37.2K	0.12%	117
2022 Q2	$753K	Sell	10,426 -223	-2%	-$16.7K	0.12%	115
2022 Q1	$808K	Sell	10,649 -2,856	-21%	-$215K	0.1%	116
2021 Q4	$1.04M	Sell	13,505 -724	-5%	-$52.5K	0.12%	105
2021 Q3	$980K	Buy	14,229 +850	+6%	+$60.6K	0.12%	105
2021 Q2	$936K	Buy	13,379 +1,230	+10%	+$86.1K	0.12%	111
2021 Q1	$830K	Buy	12,149 +267	+2%	+$17.6K	0.12%	106
2020 Q4	$801K	Buy	11,882 +109	+0.9%	+$7.2K	0.13%	88
2020 Q3	$755K	Buy	11,773 +1,793	+18%	+$113K	0.14%	85
2020 Q2	$585K	Buy	+9,980	New	+$582K	0.13%	82
2018 Q3	–	Sell	-4,200	Closed	-$216K	–	123
2018 Q2	$216K	Sell	4,200 -930	-18%	-$47.2K	0.08%	105
2018 Q1	$270K	Sell	5,130 -6,305	-55%	-$347K	0.1%	97
2017 Q4	$651K	Sell	11,435 -16,070	-58%	-$883K	0.26%	78
2017 Q3	$1.49M	Sell	27,505 -355	-1%	-$19.5K	0.64%	57
2017 Q2	$1.53M	Buy	27,860 +2,165	+8%	+$120K	0.75%	52
2017 Q1	$1.4M	Sell	25,695 -5,450	-17%	-$293K	0.76%	54
2016 Q4	$1.61M	Buy	+31,145	New	+$1.61M	1%	46

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lyell Wealth Management's XLP Position: Q2 2026 in Review

Lyell Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.7% in Q2 2026, selling an estimated $4.18K and leaving 2,852 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #220.

Lyell Wealth Management first reported a position in XLP in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.61M in Q4 2016. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Lyell Wealth Management held 2,852 shares of State Street Consumer Staples Select Sector SPDR ETF worth $237K as of Q2 2026.
Lyell Wealth Management sold 50 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $4.18K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Lyell Wealth Management's portfolio in Q2 2026, its #220 holding.
Lyell Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2016 and has held it in 32 quarters since.
Lyell Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.61M in Q4 2016.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.