Roble Belko & Company’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Roble Belko & Company’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	$637K	Sell	7,775 -1,155	-13%	-$97.3K	0.08%	74
2025 Q4	$694K	Sell	8,930 -106	-1%	-$8.27K	0.09%	67
2025 Q3	$708K	Hold	9,036	–	–	0.1%	66
2025 Q2	$732K	Hold	9,036	–	–	0.11%	64
2025 Q1	$738K	Sell	9,036 -883	-9%	-$70.5K	0.12%	63
2024 Q4	$780K	Hold	9,919	–	–	0.12%	63
2024 Q3	$823K	Sell	9,919 -192	-2%	-$15.4K	0.13%	60
2024 Q2	$774K	Hold	10,111	–	–	0.13%	59
2024 Q1	$772K	Hold	10,111	–	–	0.13%	58
2023 Q4	$728K	Hold	10,111	–	–	0.14%	53
2023 Q3	$696K	Hold	10,111	–	–	0.14%	53
2023 Q2	$750K	Hold	10,111	–	–	0.15%	52
2023 Q1	$755K	Hold	10,111	–	–	0.15%	54
2022 Q4	$754K	Hold	10,111	–	–	0.16%	57
2022 Q3	$675K	Hold	10,111	–	–	0.16%	51
2022 Q2	$730K	Hold	10,111	–	–	0.17%	51
2022 Q1	$767K	Sell	10,111 -551	-5%	-$41.5K	0.15%	53
2021 Q4	$822K	Hold	10,662	–	–	0.15%	49
2021 Q3	$734K	Hold	10,662	–	–	0.15%	48
2021 Q2	$746K	Hold	10,662	–	–	0.17%	49
2021 Q1	$728K	Hold	10,662	–	–	0.18%	47
2020 Q4	$719K	Hold	10,662	–	–	0.19%	47
2020 Q3	$683K	Sell	10,662 -732	-6%	-$46.2K	0.2%	47
2020 Q2	$668K	Sell	11,394 -468	-4%	-$27.3K	0.2%	47
2020 Q1	$646K	Hold	11,862	–	–	0.21%	49
2019 Q4	$747K	Hold	11,862	–	–	0.21%	45
2019 Q3	$729K	Sell	11,862 -1,853	-14%	-$111K	0.21%	44
2019 Q2	$796K	Buy	13,715 +827	+6%	+$47.3K	0.25%	42
2019 Q1	$723K	Sell	12,888 -1,318	-9%	-$70.5K	0.25%	39
2018 Q4	$721K	Hold	14,206	–	–	0.28%	40
2018 Q3	$766K	Sell	14,206 -573	-4%	-$30.7K	0.28%	35
2018 Q2	$762K	Hold	14,779	–	–	0.29%	34
2018 Q1	$778K	Sell	14,779 -2,425	-14%	-$134K	0.3%	34
2017 Q4	$979K	Sell	17,204 -345	-2%	-$19K	0.4%	30
2017 Q3	$947K	Sell	17,549 -289	-2%	-$15.9K	0.42%	29
2017 Q2	$980K	Sell	17,838 -6,102	-25%	-$339K	0.47%	28
2017 Q1	$1.31M	Hold	23,940	–	–	0.65%	25
2016 Q4	$1.24M	Sell	23,940 -571	-2%	-$29.6K	0.65%	26
2016 Q3	$1.3M	Sell	24,511 -1,097	-4%	-$59.7K	0.7%	26
2016 Q2	$1.41M	Sell	25,608 -597	-2%	-$31.8K	0.78%	24
2016 Q1	$1.39M	Hold	26,205	–	–	0.79%	26
2015 Q4	$1.32M	Sell	26,205 -930	-3%	-$46.2K	0.8%	28
2015 Q3	$1.28M	Sell	27,135 -849	-3%	-$41.3K	0.78%	31
2015 Q2	$1.33M	Sell	27,984 -396	-1%	-$19.3K	0.77%	29
2015 Q1	$1.38M	Buy	+28,380	New	+$1.39M	0.81%	29

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

Roble Belko & Company's XLP Position: Q1 2026 in Review

Roble Belko & Company reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 13% in Q1 2026, selling an estimated $97.3K and leaving 7,775 shares worth $637K. The position accounts for 0.08% of the portfolio, ranked #74.

Roble Belko & Company first reported a position in XLP in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.41M in Q2 2016. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Roble Belko & Company held 7,775 shares of State Street Consumer Staples Select Sector SPDR ETF worth $637K as of Q1 2026.
Roble Belko & Company sold 1,155 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $97.3K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of Roble Belko & Company's portfolio in Q1 2026, its #74 holding.
Roble Belko & Company first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.41M in Q2 2016.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.