Richard Bernstein Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Richard Bernstein 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	$16.9K	Sell	206 -703,935	-100%	-$59.3M	﹤0.01%	221
2025 Q4	$54.7M	Sell	704,141 -20,034	-3%	-$1.56M	1.61%	14
2025 Q3	$56.1M	Sell	724,175 -20,625	-3%	-$1.67M	1.6%	15
2025 Q2	$60.3M	Buy	+744,800	New	+$60.4M	1.49%	17
2024 Q1	–	Sell	-50	Closed	-$3.6K	–	238
2023 Q4	$3.6K	Buy	+50	New	+$3.46K	﹤0.01%	217
2023 Q3	–	Sell	-21,711	Closed	-$1.61M	–	246
2023 Q2	$1.61M	Sell	21,711 -882	-4%	-$66.2K	0.03%	158
2023 Q1	$1.69M	Buy	22,593 +1,525	+7%	+$112K	0.04%	168
2022 Q4	$1.57M	Buy	21,068 +1,331	+7%	+$97K	0.04%	169
2022 Q3	$1.32M	Sell	19,737 -3,150	-14%	-$231K	0.03%	176
2022 Q2	$1.65M	Buy	22,887 +449	+2%	+$33.7K	0.04%	187
2022 Q1	$1.7M	Sell	22,438 -1,602	-7%	-$121K	0.03%	210
2021 Q4	$1.85M	Buy	24,040 +570	+2%	+$41.3K	0.04%	208
2021 Q3	$1.61M	Buy	23,470 +4,286	+22%	+$305K	0.03%	227
2021 Q2	$1.34M	Buy	19,184 +165	+0.9%	+$11.6K	0.03%	232
2021 Q1	$1.3M	Sell	19,019 -952,364	-98%	-$62.6M	0.03%	236
2020 Q4	$65.5M	Buy	971,383 +82,947	+9%	+$5.48M	1.61%	18
2020 Q3	$56.9M	Buy	888,436 +88,305	+11%	+$5.58M	1.6%	13
2020 Q2	$46.9M	Sell	800,131 -650,822	-45%	-$38M	1.47%	13
2020 Q1	$79M	Sell	1,450,953 -589,595	-29%	-$35.8M	2.8%	10
2019 Q4	$127M	Sell	2,040,548 -14,313	-0.7%	-$882K	4.12%	7
2019 Q3	$126M	Buy	2,054,861 +46,206	+2%	+$2.78M	4.13%	7
2019 Q2	$117M	Buy	2,008,655 +62,379	+3%	+$3.57M	3.87%	7
2019 Q1	$109M	Buy	+1,946,276	New	+$104M	3.54%	7

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

Richard Bernstein Advisors's XLP Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 100% in Q1 2026, selling an estimated $59.3M and leaving 206 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Richard Bernstein Advisors first reported a position in XLP in Q1 2019 and has held it in 23 quarters since. The position peaked at $127M in Q4 2019. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Richard Bernstein Advisors held 206 shares of State Street Consumer Staples Select Sector SPDR ETF worth $16.9K as of Q1 2026.
Richard Bernstein Advisors sold 703,935 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $59.3M.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Richard Bernstein Advisors's portfolio in Q1 2026, its #221 holding.
Richard Bernstein Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2019 and has held it in 23 quarters since.
Richard Bernstein Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $127M in Q4 2019.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.