Okabena Investment Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Okabena Investment Services’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	$1.05M	Buy	12,814 +316	+3%	+$26.6K	0.2%	73
2025 Q4	$971K	Buy	12,498 +272	+2%	+$21.2K	0.19%	79
2025 Q3	$958K	Buy	12,226 +285	+2%	+$23K	0.19%	84
2025 Q2	$967K	Buy	11,941 +325	+3%	+$26.4K	0.21%	74
2025 Q1	$949K	Buy	11,616 +82	+0.7%	+$6.54K	0.24%	72
2024 Q4	$907K	Buy	11,534 +879	+8%	+$71.4K	0.25%	69
2024 Q3	$884K	Hold	10,655	–	–	0.25%	70
2024 Q2	$816K	Hold	10,655	–	–	0.26%	70
2024 Q1	$814K	Hold	10,655	–	–	0.27%	70
2023 Q4	$767K	Buy	+10,655	New	+$738K	0.3%	69
2023 Q2	–	Sell	-57	Closed	-$1.4K	–	254
2023 Q1	$1.4K	Sell	57 -94	-62%	-$6.88K	﹤0.01%	186
2022 Q4	$11.3K	Buy	+151	New	+$11K	0.01%	139
2020 Q2	–	Sell	-1,632	Closed	-$89K	–	91
2020 Q1	$89K	Hold	1,632	–	–	0.1%	65
2019 Q4	$103K	Buy	+1,632	New	+$101K	0.1%	61

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

Okabena Investment Services's XLP Position: Q1 2026 in Review

Okabena Investment Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.5% in Q1 2026, buying an estimated $26.6K and bringing the position to 12,814 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #73.

Okabena Investment Services first reported a position in XLP in Q4 2019 and has held it in 14 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Okabena Investment Services held 12,814 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.05M as of Q1 2026.
Okabena Investment Services bought 316 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $26.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.2% of Okabena Investment Services's portfolio in Q1 2026, its #73 holding.
Okabena Investment Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 14 quarters since.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.