Paragon Financial Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Paragon Financial Partners’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	$378K	Buy	4,644 +19	+0.4%	+$1.6K	0.21%	57
2025 Q4	$359K	Buy	4,625 +28	+0.6%	+$2.19K	0.22%	59
2025 Q3	$360K	Buy	4,597 +24	+0.5%	+$1.94K	0.23%	57
2025 Q2	$370K	Buy	4,573 +23	+0.5%	+$1.87K	0.25%	56
2025 Q1	$372K	Sell	4,550 -1,438	-24%	-$115K	0.29%	51
2024 Q4	$471K	Sell	5,988 -1,622	-21%	-$132K	0.35%	38
2024 Q3	$632K	Buy	7,610 +24	+0.3%	+$1.93K	0.46%	40
2024 Q2	$581K	Sell	7,586 -161	-2%	-$12.3K	0.45%	39
2024 Q1	$592K	Buy	7,747 +884	+13%	+$65.4K	0.49%	37
2023 Q4	$494K	Buy	6,863 +37	+0.5%	+$2.56K	0.47%	37
2023 Q3	$470K	Sell	6,826 -1,242	-15%	-$90.9K	0.49%	38
2023 Q2	$598K	Sell	8,068 -1,050	-12%	-$78.8K	0.57%	32
2023 Q1	$681K	Buy	9,118 +26	+0.3%	+$1.9K	0.71%	24
2022 Q4	$678K	Sell	9,092 -87	-0.9%	-$6.34K	0.75%	23
2022 Q3	$612K	Sell	9,179 -341	-4%	-$25K	0.69%	24
2022 Q2	$687K	Buy	9,520 +40	+0.4%	+$3K	0.71%	24
2022 Q1	$719K	Buy	9,480 +25	+0.3%	+$1.88K	0.63%	26
2021 Q4	$729K	Buy	+9,455	New	+$685K	0.6%	29

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

Paragon Financial Partners's XLP Position: Q1 2026 in Review

Paragon Financial Partners increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.41% in Q1 2026, buying an estimated $1.6K and bringing the position to 4,644 shares worth $378K. The position accounts for 0.21% of the portfolio, ranked #57.

Paragon Financial Partners first reported a position in XLP in Q4 2021 and has held it in 18 quarters since. The position peaked at $729K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Paragon Financial Partners held 4,644 shares of State Street Consumer Staples Select Sector SPDR ETF worth $378K as of Q1 2026.
Paragon Financial Partners bought 19 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $1.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.21% of Paragon Financial Partners's portfolio in Q1 2026, its #57 holding.
Paragon Financial Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Paragon Financial Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $729K in Q4 2021.
1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Paragon Financial Partners's 13F filing for Q1 2026, filed 17 Apr 2026.