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 Q2	$1.09M	Buy	13,121 +307	+2%	+$25.6K	0.19%	74
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 $1.55T 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

Okabena Investment Services's XLP Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.4% in Q2 2026, buying an estimated $25.6K and bringing the position to 13,121 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #74.

Okabena Investment Services first reported a position in XLP in Q4 2019 and has held it in 15 quarters since. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Okabena Investment Services held 13,121 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.09M as of Q2 2026.
Okabena Investment Services bought 307 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $25.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.19% of Okabena Investment Services's portfolio in Q2 2026, its #74 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 15 quarters since.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.