Pin Oak Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Pin Oak Investment Advisors’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	$3K	Hold	41	–	–	﹤0.01%	461
2025 Q4	$4K	Hold	41	–	–	﹤0.01%	453
2025 Q3	$3.21K	Hold	41	–	–	﹤0.01%	456
2025 Q2	$3K	Hold	41	–	–	﹤0.01%	416
2025 Q1	$3K	Hold	41	–	–	﹤0.01%	402
2024 Q4	$3K	Hold	41	–	–	﹤0.01%	419
2024 Q3	$3K	Hold	41	–	–	﹤0.01%	424
2024 Q2	$3K	Hold	41	–	–	﹤0.01%	416
2024 Q1	$3K	Hold	41	–	–	﹤0.01%	416
2023 Q4	$3K	Hold	41	–	–	﹤0.01%	425
2023 Q3	$3K	Hold	41	–	–	﹤0.01%	425
2023 Q2	$3K	Hold	41	–	–	﹤0.01%	416
2023 Q1	$3K	Hold	41	–	–	﹤0.01%	395
2022 Q4	$3K	Hold	41	–	–	﹤0.01%	386
2022 Q3	$3K	Hold	41	–	–	﹤0.01%	354
2022 Q2	$3K	Hold	41	–	–	﹤0.01%	377
2022 Q1	$3K	Hold	41	–	–	﹤0.01%	393
2021 Q4	$3K	Hold	41	–	–	﹤0.01%	390
2021 Q3	$3K	Hold	41	–	–	﹤0.01%	371
2021 Q2	$3K	Buy	+41	New	+$2.87K	﹤0.01%	368

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

Pin Oak Investment Advisors's XLP Position: Q1 2026 in Review

Pin Oak Investment Advisors held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 41 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Pin Oak Investment Advisors first reported a position in XLP in Q2 2021 and has held it in 20 quarters since. The position peaked at $4K in Q4 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Pin Oak Investment Advisors held 41 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3K as of Q1 2026.
Pin Oak Investment Advisors left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #461 holding.
Pin Oak Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Pin Oak Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $4K in Q4 2025.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.