McKinley Carter Wealth Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.08M Sell
13,150
-2,159
-14% -$182K 0.06% 166
2025
Q4
$1.19M Sell
15,309
-1,646
-10% -$128K 0.07% 163
2025
Q3
$1.33M Sell
16,955
-1,759
-9% -$142K 0.07% 152
2025
Q2
$1.52M Sell
18,714
-348
-2% -$28.2K 0.08% 134
2025
Q1
$1.56M Sell
19,062
-3,515
-16% -$281K 0.1% 130
2024
Q4
$1.77M Sell
22,577
-3,256
-13% -$264K 0.11% 118
2024
Q3
$2.14M Sell
25,833
-53,229
-67% -$4.27M 0.13% 112
2024
Q2
$6.05M Buy
79,062
+8,039
+11% +$613K 0.39% 60
2024
Q1
$5.42M Buy
71,023
+20,861
+42% +$1.54M 0.36% 64
2023
Q4
$3.61M Buy
+50,162
New +$3.47M 0.26% 74
2022
Q3
Sell
-3,612
Closed -$261K 295
2022
Q2
$261K Buy
+3,612
New +$271K 0.02% 256
2018
Q2
Sell
-346
Closed -$18K 401
2018
Q1
$18K Buy
+346
New +$19.1K 0.01% 338

Other funds holding XLP

McKinley Carter Wealth Services's XLP Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 14% in Q1 2026, selling an estimated $182K and leaving 13,150 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #166.

McKinley Carter Wealth Services first reported a position in XLP in Q1 2018 and has held it in 12 quarters since. The position peaked at $6.05M in Q2 2024. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • McKinley Carter Wealth Services held 13,150 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.08M as of Q1 2026.
  • McKinley Carter Wealth Services sold 2,159 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $182K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #166 holding.
  • McKinley Carter Wealth Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and has held it in 12 quarters since.
  • McKinley Carter Wealth Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.05M in Q2 2024.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.