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 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 $1.37T 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

Lyell Wealth Management's XLP Position: Q1 2026 in Review

Lyell Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 2,902 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #197.

Lyell Wealth Management first reported a position in XLP in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.61M in Q4 2016. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Lyell Wealth Management held 2,902 shares of State Street Consumer Staples Select Sector SPDR ETF worth $238K as of Q1 2026.
Lyell Wealth Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #197 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 31 quarters since.
Lyell Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.61M in Q4 2016.
1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.