Oak Harbor Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-424	Closed	-$34.8K	–	296
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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Oak Harbor Wealth Partners's XLP Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 424 shares — an estimated $34.8K sold.

Oak Harbor Wealth Partners first reported a position in XLP in Q1 2022 and held it in 11 quarters. The position peaked at $150K in Q4 2024. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 424 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $34.8K.
Oak Harbor Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and held it in 11 quarters.
Oak Harbor Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $150K in Q4 2024.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.