Milestones Private Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Milestones Private Investment Advisors’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	–	Sell	-4,337	Closed	-$337K	–	116
2025 Q4	$337K	Buy	4,337 +5	+0.1%	+$390	0.23%	90
2025 Q3	$339K	Buy	4,332 +4	+0.1%	+$323	0.23%	90
2025 Q2	$350K	Buy	+4,328	New	+$351K	0.26%	85

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Milestones Private Investment Advisors's XLP Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 4,337 shares — an estimated $337K sold.

Milestones Private Investment Advisors first reported a position in XLP in Q2 2025 and held it in 3 quarters. The position peaked at $350K in Q2 2025. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Milestones Private Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Milestones Private Investment Advisors sold 4,337 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $337K.
Milestones Private Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
Milestones Private Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $350K in Q2 2025.
1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.