MSH Capital Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

MSH Capital 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	$408K	Sell	4,973 -110	-2%	-$9.26K	0.09%	195
2025 Q4	$395K	Sell	5,083 -301	-6%	-$23.5K	0.08%	201
2025 Q3	$422K	Hold	5,384	–	–	0.11%	179
2025 Q2	$436K	Sell	5,384 -142	-3%	-$11.5K	0.13%	174
2025 Q1	$451K	Hold	5,526	–	–	0.14%	156
2024 Q4	$434K	Sell	5,526 -250	-4%	-$20.3K	0.14%	162
2024 Q3	$479K	Hold	5,776	–	–	0.15%	152
2024 Q2	$442K	Sell	5,776 -25	-0.4%	-$1.91K	0.15%	146
2024 Q1	$443K	Hold	5,801	–	–	0.16%	139
2023 Q4	$418K	Buy	5,801 +79	+1%	+$5.47K	0.16%	134
2023 Q3	$394K	Buy	5,722 +11	+0.2%	+$805	0.15%	145
2023 Q2	$424K	Buy	5,711 +1,079	+23%	+$81K	0.16%	141
2023 Q1	$346K	Hold	4,632	–	–	0.15%	147
2022 Q4	$345K	Sell	4,632 -53	-1%	-$3.86K	0.16%	134
2022 Q3	$313K	Sell	4,685 -261	-5%	-$19.1K	0.15%	131
2022 Q2	$357K	Buy	4,946 +131	+3%	+$9.83K	0.17%	130
2022 Q1	$365K	Sell	4,815 -123	-2%	-$9.27K	0.15%	138
2021 Q4	$381K	Buy	+4,938	New	+$358K	0.17%	123

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MSH Capital Advisors's XLP Position: Q1 2026 in Review

MSH Capital Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.2% in Q1 2026, selling an estimated $9.26K and leaving 4,973 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #195.

MSH Capital Advisors first reported a position in XLP in Q4 2021 and has held it in 18 quarters since. The position peaked at $479K in Q3 2024. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

MSH Capital Advisors held 4,973 shares of State Street Consumer Staples Select Sector SPDR ETF worth $408K as of Q1 2026.
MSH Capital Advisors sold 110 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $9.26K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of MSH Capital Advisors's portfolio in Q1 2026, its #195 holding.
MSH Capital Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $479K in Q3 2024.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.