Roehl & Yi Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Roehl & Yi Investment 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 Q2	$331K	Hold	3,984	–	–	0.11%	146
2026 Q1	$327K	Hold	3,984	–	–	0.12%	133
2025 Q4	$309K	Hold	3,984	–	–	0.12%	129
2025 Q3	$312K	Hold	3,984	–	–	0.14%	124
2025 Q2	$323K	Hold	3,984	–	–	0.17%	116
2025 Q1	$325K	Hold	3,984	–	–	0.18%	110
2024 Q4	$313K	Buy	+3,984	New	+$323K	0.17%	110

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Roehl & Yi Investment Advisors's XLP Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 3,984 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #146.

Roehl & Yi Investment Advisors first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Roehl & Yi Investment Advisors held 3,984 shares of State Street Consumer Staples Select Sector SPDR ETF worth $331K as of Q2 2026.
Roehl & Yi Investment Advisors left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.11% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #146 holding.
Roehl & Yi Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.