Morton Brown Family Wealth’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
Sell
-84
Closed -$6.53K 304
2025
Q4
$6.53K Hold
84
﹤0.01% 214
2025
Q3
$6.58K Hold
84
﹤0.01% 207
2025
Q2
$6.8K Hold
84
﹤0.01% 214
2025
Q1
$6.86K Hold
84
﹤0.01% 215
2024
Q4
$6.6K Hold
84
﹤0.01% 197
2024
Q3
$6.97K Buy
+84
New +$6.74K ﹤0.01% 184

Other funds holding XLP

Morton Brown Family Wealth's XLP Position: Q1 2026 in Review

Morton Brown Family Wealth sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 84 shares — an estimated $6.53K sold.

Morton Brown Family Wealth first reported a position in XLP in Q3 2024 and held it in 6 quarters. The position peaked at $6.97K in Q3 2024. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Morton Brown Family Wealth reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Morton Brown Family Wealth sold 84 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $6.53K.
  • Morton Brown Family Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and held it in 6 quarters.
  • Morton Brown Family Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.97K in Q3 2024.
  • 1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.