Lyell Wealth Management
XLP icon

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
Q3 		$218K Sell
2,702
-150
-5% -$12.7K 0.01% 221
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% -$7.02K 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 		$1.48M 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

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Lyell Wealth Management's XLP Position: Q3 2026 in Review

Lyell Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.3% in Q3 2026, selling an estimated $12.7K and leaving 2,702 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #221.

Lyell Wealth Management first reported a position in XLP in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.61M in Q4 2016. 827 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • Lyell Wealth Management held 2,702 shares of State Street Consumer Staples Select Sector SPDR ETF worth $218K as of Q3 2026.
  • Lyell Wealth Management sold 150 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $12.7K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Lyell Wealth Management's portfolio in Q3 2026, its #221 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 33 quarters since.
  • Lyell Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.61M in Q4 2016.
  • 827 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.