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Timothy G. Youngquist 2020 Irrevocable Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-10,306
Closed -$845K – 492
2026
Q1 		$845K Buy
+10,306
New +$868K 0.36% 71

Other funds holding XLP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's XLP Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 10,306 shares — an estimated $845K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in XLP in Q1 2026 and held it in 1 quarter. The position peaked at $845K in Q1 2026. 796 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 10,306 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $845K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $845K in Q1 2026.
  • 796 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.