Pinnacle Wealth Planning Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Pinnacle Wealth Planning Services’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	$387K	Hold	4,721	–	–	0.04%	269
2025 Q4	$367K	Buy	4,721 +5	+0.1%	+$390	0.04%	275
2025 Q3	$370K	Hold	4,716	–	–	0.04%	273
2025 Q2	$382K	Hold	4,716	–	–	0.05%	246
2025 Q1	$385K	Sell	4,716 -206	-4%	-$16.4K	0.06%	210
2024 Q4	$387K	Buy	+4,922	New	+$400K	0.06%	199
2021 Q1	–	Sell	-124	Closed	-$8K	–	1991
2020 Q4	$8K	Buy	+124	New	+$8.19K	﹤0.01%	1488

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 Wealth Planning Services's XLP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 4,721 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #269.

Pinnacle Wealth Planning Services first reported a position in XLP in Q4 2020 and has held it in 7 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Pinnacle Wealth Planning Services held 4,721 shares of State Street Consumer Staples Select Sector SPDR ETF worth $387K as of Q1 2026.
Pinnacle Wealth Planning Services 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 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #269 holding.
Pinnacle Wealth Planning Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.