Optima Capital’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Optima Capital’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	–	Sell	-91	Closed	-$7.07K	–	1324
2025 Q4	$7.07K	Buy	+91	New	+$7.1K	﹤0.01%	567

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Optima Capital's XLP Position: Q1 2026 in Review

Optima Capital sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 91 shares — an estimated $7.07K sold.

Optima Capital first reported a position in XLP in Q4 2025 and held it in 1 quarter. The position peaked at $7.07K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Optima Capital reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 91 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $7.07K.
Optima Capital first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.07K in Q4 2025.
1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.