Occidental Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Occidental Asset Management’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	$391K	Sell	4,775 -2,896	-38%	-$244K	0.05%	191
2025 Q4	$596K	Sell	7,671 -81,204	-91%	-$6.34M	0.07%	145
2025 Q3	$6.97M	Sell	88,875 -423	-0.5%	-$34.2K	0.87%	25
2025 Q2	$7.23M	Buy	89,298 +83,622	+1,473%	+$6.78M	1%	23
2025 Q1	$464K	Buy	5,676 +60	+1%	+$4.79K	0.07%	139
2024 Q4	$441K	Buy	5,616 +650	+13%	+$52.8K	0.07%	141
2024 Q3	$412K	Buy	4,966 +1,256	+34%	+$101K	0.07%	150
2024 Q2	$284K	Buy	3,710 +731	+25%	+$55.8K	0.05%	165
2024 Q1	$227K	Buy	2,979 +110	+4%	+$8.13K	0.04%	179
2023 Q4	$207K	Buy	+2,869	New	+$199K	0.04%	195
2023 Q3	–	Sell	-3,107	Closed	-$230K	–	226
2023 Q2	$230K	Sell	3,107 -216	-7%	-$16.2K	0.05%	196
2023 Q1	$248K	Sell	3,323 -574	-15%	-$42K	0.06%	177
2022 Q4	$291K	Sell	3,897 -157	-4%	-$11.4K	0.08%	161
2022 Q3	$271K	Buy	4,054 +129	+3%	+$9.45K	0.08%	152
2022 Q2	$283K	Sell	3,925 -16,946	-81%	-$1.27M	0.08%	151
2022 Q1	$1.58M	Buy	20,871 +17,076	+450%	+$1.29M	0.41%	70
2021 Q4	$293K	Buy	+3,795	New	+$275K	0.07%	172
2016 Q4	–	Sell	-17,777	Closed	-$946K	–	138
2016 Q3	$946K	Buy	17,777 +416	+2%	+$22.7K	0.77%	33
2016 Q2	$957K	Buy	17,361 +7,350	+73%	+$391K	0.84%	32
2016 Q1	$531K	Hold	10,011	–	–	0.64%	37
2015 Q4	$505K	Hold	10,011	–	–	0.65%	36
2015 Q3	$472K	Hold	10,011	–	–	0.66%	34
2015 Q2	$477K	Hold	10,011	–	–	0.64%	38
2015 Q1	$488K	Buy	+10,011	New	+$491K	0.61%	39
2014 Q4	–	Sell	-10,011	Closed	-$452K	–	62
2014 Q3	$452K	Hold	10,011	–	–	0.74%	34
2014 Q2	$447K	Buy	+10,011	New	+$443K	0.77%	35

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

Occidental Asset Management's XLP Position: Q1 2026 in Review

Occidental Asset Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 38% in Q1 2026, selling an estimated $244K and leaving 4,775 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #191.

Occidental Asset Management first reported a position in XLP in Q2 2014 and has held it in 26 quarters since. The position peaked at $7.23M in Q2 2025. 1,249 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Occidental Asset Management held 4,775 shares of State Street Consumer Staples Select Sector SPDR ETF worth $391K as of Q1 2026.
Occidental Asset Management sold 2,896 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $244K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of Occidental Asset Management's portfolio in Q1 2026, its #191 holding.
Occidental Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2014 and has held it in 26 quarters since.
Occidental Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.23M in Q2 2025.
1,249 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.