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 Q3	$608K	Sell	7,543 -142	-2%	-$12K	0.01%	632
2026 Q2	$638K	Buy	7,685 +4	+0.1%	+$334	0.01%	634
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%	-$9.6K	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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Pinnacle Associates's XLP Position: Q3 2026 in Review

Pinnacle Associates reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.8% in Q3 2026, selling an estimated $12K and leaving 7,543 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #632.

Pinnacle Associates first reported a position in XLP in Q1 2019 and has held it in 31 quarters since. The position peaked at $907K in Q4 2019. 714 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Pinnacle Associates held 7,543 shares of State Street Consumer Staples Select Sector SPDR ETF worth $608K as of Q3 2026.
Pinnacle Associates sold 142 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $12K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #632 holding.
Pinnacle Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and has held it in 31 quarters since.
Pinnacle Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $907K in Q4 2019.
714 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.