Milestone Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Milestone Asset 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	$368K	Buy	4,431 +336	+8%	+$28.1K	0.06%	210
2026 Q1	$336K	Sell	4,095 -9	-0.2%	-$758	0.06%	192
2025 Q4	$319K	Buy	+4,104	New	+$320K	0.06%	179
2025 Q2	–	Sell	-16,754	Closed	-$1.37M	–	250
2025 Q1	$1.37M	Buy	+16,754	New	+$1.34M	0.29%	73

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

Milestone Asset Management's XLP Position: Q2 2026 in Review

Milestone Asset Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 8.2% in Q2 2026, buying an estimated $28.1K and bringing the position to 4,431 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #210.

Milestone Asset Management first reported a position in XLP in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q1 2025. 1,239 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Milestone Asset Management held 4,431 shares of State Street Consumer Staples Select Sector SPDR ETF worth $368K as of Q2 2026.
Milestone Asset Management bought 336 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $28.1K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Milestone Asset Management's portfolio in Q2 2026, its #210 holding.
Milestone Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
Milestone Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.37M in Q1 2025.
1,239 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.