Richards, Merrill & Peterson’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Richards, Merrill & Peterson’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	$68.5K	Buy	850 +240	+39%	+$20.3K	0.02%	235
2026 Q2	$50.7K	Buy	610 +515	+542%	+$43K	0.02%	242
2026 Q1	$7.79K	Hold	95	–	–	﹤0.01%	272
2025 Q4	$7.38K	Buy	+95	New	+$7.42K	﹤0.01%	259
2025 Q2	–	Sell	-95	Closed	-$7.76K	–	484
2025 Q1	$7.76K	Hold	95	–	–	﹤0.01%	416
2024 Q4	$7.47K	Buy	+95	New	+$7.71K	﹤0.01%	403

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 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

Richards, Merrill & Peterson's XLP Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 39% in Q3 2026, buying an estimated $20.3K and bringing the position to 850 shares worth $68.5K. The position accounts for 0.02% of the portfolio, ranked #235.

Richards, Merrill & Peterson first reported a position in XLP in Q4 2024 and has held it in 6 quarters since. 827 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Richards, Merrill & Peterson held 850 shares of State Street Consumer Staples Select Sector SPDR ETF worth $68.5K as of Q3 2026.
Richards, Merrill & Peterson bought 240 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $20.3K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #235 holding.
Richards, Merrill & Peterson first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
827 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.