Pacific Capital Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-8,498
Closed -$660K 91
2025
Q4
$660K Sell
8,498
-3
-0% -$234 0.11% 46
2025
Q3
$666K Sell
8,501
-10,766
-56% -$870K 0.12% 45
2025
Q2
$1.58M Sell
19,267
-32,323
-63% -$2.62M 0.29% 29
2025
Q1
$4.21M Sell
51,590
-31,124
-38% -$2.48M 0.73% 21
2024
Q4
$6.5M Sell
82,714
-52,775
-39% -$4.28M 1.09% 16
2024
Q3
$11.2M Sell
135,489
-12,329
-8% -$990K 1.89% 11
2024
Q2
$11.3M Buy
147,818
+16,132
+12% +$1.23M 2.07% 11
2024
Q1
$10.1M Sell
131,686
-4,702
-3% -$348K 2.37% 10
2023
Q4
$9.82M Sell
136,388
-20,307
-13% -$1.41M 2.49% 9
2023
Q3
$10.8M Sell
156,695
-23,545
-13% -$1.72M 3.02% 9
2023
Q2
$13.4M Buy
180,240
+12,597
+8% +$945K 3.39% 9
2023
Q1
$12.5M Sell
167,643
-5,142
-3% -$376K 3.22% 9
2022
Q4
$12.9M Sell
172,785
-5,152
-3% -$375K 3.33% 8
2022
Q3
$11.9M Buy
177,937
+52,583
+42% +$3.85M 3.23% 8
2022
Q2
$9.05M Buy
125,354
+37,524
+43% +$2.82M 2.51% 11
2022
Q1
$6.67M Buy
87,830
+13,115
+18% +$988K 1.9% 14
2021
Q4
$5.76M Buy
74,715
+6,174
+9% +$447K 1.66% 17
2021
Q3
$4.72M Buy
+68,541
New +$4.89M 1.5% 19

Other funds holding XLP

Pacific Capital Wealth Advisors's XLP Position: Q1 2026 in Review

Pacific Capital Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 8,498 shares — an estimated $660K sold.

Pacific Capital Wealth Advisors first reported a position in XLP in Q3 2021 and held it in 18 quarters. The position peaked at $13.4M in Q2 2023. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Pacific Capital Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 8,498 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $660K.
  • Pacific Capital Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and held it in 18 quarters.
  • Pacific Capital Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $13.4M in Q2 2023.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.