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Newbridge Financial Services Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Newbridge Financial Services Group’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 		$361K Sell
4,342
-635
-13% -$53K 0.04% 188
2026
Q1 		$408K Buy
4,977
+3,383
+212% +$285K 0.07% 160
2025
Q4 		$124K Buy
1,594
+502
+46% +$39.2K 0.02% 283
2025
Q3 		$85.6K Sell
1,092
-41
-4% -$3.31K 0.01% 412
2025
Q2 		$91.8K Sell
1,133
-365
-24% -$29.6K 0.01% 393
2025
Q1 		$122K Buy
1,498
+461
+44% +$36.8K 0.03% 245
2024
Q4 		$81.5K Sell
1,037
-695
-40% -$56.4K 0.02% 305
2024
Q3 		$144K Sell
1,732
-1,096
-39% -$88K 0.05% 180
2024
Q2 		$217K Sell
2,828
-2,753
-49% -$210K 0.08% 173
2024
Q1 		$426K Sell
5,581
-1,909
-25% -$141K 0.19% 113
2023
Q4 		$540K Sell
7,490
-424
-5% -$29.4K 0.26% 90
2023
Q3 		$545K Sell
7,914
-1,128
-12% -$82.6K 0.27% 77
2023
Q2 		$671K Sell
9,042
-1,288
-12% -$96.7K 0.33% 58
2023
Q1 		$772K Buy
10,330
+754
+8% +$55.2K 0.41% 46
2022
Q4 		$714K Buy
9,576
+3,461
+57% +$252K 0.41% 51
2022
Q3 		$408K Buy
6,115
+1,072
+21% +$78.6K 0.24% 95
2022
Q2 		$364K Buy
5,043
+1,256
+33% +$94.3K 0.23% 97
2022
Q1 		$287K Buy
3,787
+1,187
+46% +$89.4K 0.14% 143
2021
Q4 		$201K Sell
2,600
-334
-11% -$24.2K 0.09% 203
2021
Q3 		$202K Buy
2,934
+294
+11% +$21K 0.13% 172
2021
Q2 		$185K Buy
2,640
+745
+39% +$52.2K 0.11% 187
2021
Q1 		$129K Buy
1,895
+79
+4% +$5.2K 0.09% 214
2020
Q4 		$123K Buy
1,816
+158
+10% +$10.4K 0.1% 196
2020
Q3 		$106K Buy
+1,658
New +$105K 0.1% 190

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Newbridge Financial Services Group's XLP Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 13% in Q2 2026, selling an estimated $53K and leaving 4,342 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #188.

Newbridge Financial Services Group first reported a position in XLP in Q3 2020 and has held it in 24 quarters since. The position peaked at $772K in Q1 2023. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Newbridge Financial Services Group held 4,342 shares of State Street Consumer Staples Select Sector SPDR ETF worth $361K as of Q2 2026.
  • Newbridge Financial Services Group sold 635 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $53K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Newbridge Financial Services Group's portfolio in Q2 2026, its #188 holding.
  • Newbridge Financial Services Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $772K in Q1 2023.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.