Perigon Wealth Management’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
$534K Buy
6,515
+13
+0.2% +$1.09K 0.01% 772
2025
Q4
$505K Sell
6,502
-1,562
-19% -$122K 0.01% 796
2025
Q3
$632K Sell
8,064
-418
-5% -$33.8K 0.01% 657
2025
Q2
$687K Sell
8,482
-631
-7% -$51.2K 0.02% 589
2025
Q1
$744K Sell
9,113
-277
-3% -$22.1K 0.02% 521
2024
Q4
$721K Sell
9,390
-8,872
-49% -$720K 0.02% 531
2024
Q3
$1.52M Buy
18,262
+8,918
+95% +$716K 0.04% 329
2024
Q2
$716K Buy
9,344
+511
+6% +$39K 0.02% 449
2024
Q1
$674K Buy
8,833
+284
+3% +$21K 0.02% 468
2023
Q4
$616K Buy
8,549
+1,579
+23% +$109K 0.02% 445
2023
Q3
$480K Sell
6,970
-1,746
-20% -$128K 0.02% 453
2023
Q2
$646K Sell
8,716
-518
-6% -$38.9K 0.03% 393
2023
Q1
$690K Sell
9,234
-1,514
-14% -$111K 0.04% 336
2022
Q4
$801K Buy
+10,748
New +$783K 0.05% 310
2021
Q1
Sell
-2,030
Closed -$137K 1053
2020
Q4
$137K Buy
+2,030
New +$134K 0.02% 480

Other funds holding XLP

Perigon Wealth Management's XLP Position: Q1 2026 in Review

Perigon Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.2% in Q1 2026, buying an estimated $1.09K and bringing the position to 6,515 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #772.

Perigon Wealth Management first reported a position in XLP in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.52M in Q3 2024. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Perigon Wealth Management held 6,515 shares of State Street Consumer Staples Select Sector SPDR ETF worth $534K as of Q1 2026.
  • Perigon Wealth Management bought 13 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $1.09K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #772 holding.
  • Perigon Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 15 quarters since.
  • Perigon Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.52M in Q3 2024.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.