Oak Harbor Wealth Partners’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
$34.8K Sell
424
-146
-26% -$12.3K 0.01% 232
2025
Q4
$44.3K Sell
570
-98
-15% -$7.65K 0.01% 224
2025
Q3
$52.4K Sell
668
-736
-52% -$59.5K 0.01% 221
2025
Q2
$114K Sell
1,404
-121
-8% -$9.82K 0.03% 204
2025
Q1
$125K Sell
1,525
-381
-20% -$30.4K 0.04% 202
2024
Q4
$150K Buy
1,906
+1,262
+196% +$102K 0.04% 174
2024
Q3
$53.5K Sell
644
-360
-36% -$28.9K 0.02% 189
2024
Q2
$76.9K Sell
1,004
-174
-15% -$13.3K 0.02% 178
2024
Q1
$90K Sell
1,178
-304
-21% -$22.5K 0.03% 182
2023
Q4
$107K Buy
+1,482
New +$103K 0.04% 175
2022
Q2
Sell
-78
Closed -$6K 235
2022
Q1
$6K Buy
+78
New +$5.88K ﹤0.01% 228

Other funds holding XLP

Oak Harbor Wealth Partners's XLP Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 26% in Q1 2026, selling an estimated $12.3K and leaving 424 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #232.

Oak Harbor Wealth Partners first reported a position in XLP in Q1 2022 and has held it in 11 quarters since. The position peaked at $150K in Q4 2024. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Oak Harbor Wealth Partners held 424 shares of State Street Consumer Staples Select Sector SPDR ETF worth $34.8K as of Q1 2026.
  • Oak Harbor Wealth Partners sold 146 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $12.3K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #232 holding.
  • Oak Harbor Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
  • Oak Harbor Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $150K in Q4 2024.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.