Pacific Sun Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Pacific Sun Financial’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	$422K	Sell	5,150 -210	-4%	-$17.7K	0.2%	135
2025 Q4	$416K	Sell	5,360 -195	-4%	-$15.2K	0.2%	133
2025 Q3	$435K	Sell	5,555 -20	-0.4%	-$1.62K	0.21%	128
2025 Q2	$451K	Sell	5,575 -100	-2%	-$8.11K	0.24%	124
2025 Q1	$463K	Sell	5,675 -50	-0.9%	-$3.99K	0.26%	118
2024 Q4	$450K	Hold	5,725	–	–	0.25%	119
2024 Q3	$475K	Sell	5,725 -100	-2%	-$8.03K	0.26%	113
2024 Q2	$446K	Sell	5,825 -100	-2%	-$7.63K	0.26%	114
2024 Q1	$452K	Sell	5,925 -30	-0.5%	-$2.22K	0.26%	115
2023 Q4	$429K	Sell	5,955 -280	-4%	-$19.4K	0.27%	112
2023 Q3	$429K	Buy	6,235 +70	+1%	+$5.12K	0.3%	104
2023 Q2	$461K	Buy	+6,165	New	+$463K	0.31%	104
2022 Q4	$438K	Sell	5,875 -40	-0.7%	-$2.92K	0.31%	104
2022 Q3	$395K	Sell	5,915 -10	-0.2%	-$733	0.28%	112
2022 Q2	$428K	Sell	5,925 -160	-3%	-$12K	0.28%	109
2022 Q1	$462K	Hold	6,085	–	–	0.25%	115
2021 Q4	$469K	Sell	6,085 -230	-4%	-$16.7K	0.25%	113
2021 Q3	$435K	Buy	+6,315	New	+$450K	0.25%	111
2020 Q3	$417K	Buy	6,507 +122	+2%	+$7.7K	0.35%	88
2020 Q2	$374K	Buy	6,385 +400	+7%	+$23.3K	0.34%	93
2020 Q1	$326K	Buy	5,985 +110	+2%	+$6.68K	0.37%	88
2019 Q4	$370K	Buy	5,875 +10	+0.2%	+$616	0.33%	97
2019 Q3	$360K	Buy	5,865 +40	+0.7%	+$2.4K	0.34%	98
2019 Q2	$338K	Buy	+5,825	New	+$333K	0.32%	101
2018 Q2	$321K	Sell	5,960 -50	-0.8%	-$2.54K	0.33%	92
2018 Q1	$316K	Buy	+6,010	New	+$331K	0.42%	82

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

Pacific Sun Financial's XLP Position: Q1 2026 in Review

Pacific Sun Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.9% in Q1 2026, selling an estimated $17.7K and leaving 5,150 shares worth $422K. The position accounts for 0.2% of the portfolio, ranked #135.

Pacific Sun Financial first reported a position in XLP in Q1 2018 and has held it in 26 quarters since. The position peaked at $475K in Q3 2024. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Pacific Sun Financial held 5,150 shares of State Street Consumer Staples Select Sector SPDR ETF worth $422K as of Q1 2026.
Pacific Sun Financial sold 210 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $17.7K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.2% of Pacific Sun Financial's portfolio in Q1 2026, its #135 holding.
Pacific Sun Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and has held it in 26 quarters since.
Pacific Sun Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $475K in Q3 2024.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.