Pinnacle Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Pinnacle Associates’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	$630K	Sell	7,681 -946	-11%	-$79.7K	0.01%	609
2025 Q4	$670K	Buy	8,627 +645	+8%	+$50.3K	0.01%	596
2025 Q3	$626K	Sell	7,982 -96	-1%	-$7.76K	0.01%	593
2025 Q2	$654K	Buy	8,078 +4	+0%	+$325	0.01%	580
2025 Q1	$659K	Sell	8,074 -772	-9%	-$61.6K	0.01%	560
2024 Q4	$695K	Sell	8,846 -65	-0.7%	-$5.28K	0.01%	541
2024 Q3	$642K	Buy	8,911 +1	+0%	+$80	0.01%	529
2024 Q2	$682K	Sell	8,910 -6	-0.1%	-$458	0.01%	530
2024 Q1	$681K	Buy	8,916 +5	+0.1%	+$370	0.01%	542
2023 Q4	$642K	Sell	8,911 -669	-7%	-$46.3K	0.01%	538
2023 Q3	$659K	Sell	9,580 -201	-2%	-$14.7K	0.01%	518
2023 Q2	$725K	Buy	9,781 +50	+0.5%	+$3.75K	0.01%	513
2023 Q1	$727K	Buy	9,731 +624	+7%	+$45.6K	0.01%	460
2022 Q4	$679K	Sell	9,107 -320	-3%	-$23.3K	0.01%	459
2022 Q3	$629K	Buy	9,427 +344	+4%	+$25.2K	0.01%	462
2022 Q2	$656K	Buy	9,083 +5	+0.1%	+$375	0.01%	484
2022 Q1	$689K	Buy	9,078 +153	+2%	+$11.5K	0.01%	497
2021 Q4	$688K	Buy	8,925 +3,303	+59%	+$239K	0.01%	511
2021 Q3	$387K	Buy	5,622 +9	+0.2%	+$642	0.01%	589
2021 Q2	$393K	Buy	5,613 +618	+12%	+$43.3K	0.01%	591
2021 Q1	$341K	Sell	4,995 -488	-9%	-$32.1K	0.01%	592
2020 Q4	$370K	Sell	5,483 -145	-3%	-$9.58K	0.01%	557
2020 Q3	$361K	Buy	5,628 +3	+0.1%	+$189	0.01%	539
2020 Q2	$330K	Sell	5,625 -238	-4%	-$13.9K	0.01%	544
2020 Q1	$319K	Sell	5,863 -8,538	-59%	-$518K	0.01%	540
2019 Q4	$907K	Buy	14,401 +7,605	+112%	+$468K	0.02%	433
2019 Q3	$417K	Buy	6,796 +2,903	+75%	+$175K	0.01%	558
2019 Q2	$226K	Sell	3,893 -353	-8%	-$20.2K	0.01%	644
2019 Q1	$238K	Buy	+4,246	New	+$227K	0.01%	642

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

Pinnacle Associates's XLP Position: Q1 2026 in Review

Pinnacle Associates reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 11% in Q1 2026, selling an estimated $79.7K and leaving 7,681 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #609.

Pinnacle Associates first reported a position in XLP in Q1 2019 and has held it in 29 quarters since. The position peaked at $907K in Q4 2019. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Pinnacle Associates held 7,681 shares of State Street Consumer Staples Select Sector SPDR ETF worth $630K as of Q1 2026.
Pinnacle Associates sold 946 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $79.7K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #609 holding.
Pinnacle Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Pinnacle Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $907K in Q4 2019.
1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.