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Rothschild Investment LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Rothschild Investment LLC’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 		$76.2K Buy
917
+4
+0.4% +$334 ﹤0.01% 1137
2026
Q1 		$74.8K Buy
913
+4
+0.4% +$337 ﹤0.01% 996
2025
Q4 		$70.6K Sell
909
-32
-3% -$2.5K ﹤0.01% 926
2025
Q3 		$73.8K Sell
941
-34
-3% -$2.75K ﹤0.01% 886
2025
Q2 		$79K Buy
975
+4
+0.4% +$325 ﹤0.01% 688
2025
Q1 		$79.3K Buy
971
+3
+0.3% +$239 0.01% 675
2024
Q4 		$76.1K Buy
968
+5
+0.5% +$406 0.01% 701
2024
Q3 		$79.9K Buy
963
+3
+0.3% +$241 0.01% 698
2024
Q2 		$73.5K Buy
960
+304
+46% +$23.2K 0.01% 683
2024
Q1 		$50.1K Buy
656
+427
+186% +$31.6K ﹤0.01% 728
2023
Q4 		$16.5K Buy
+229
New +$15.9K ﹤0.01% 900

Other funds holding XLP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Rothschild Investment LLC's XLP Position: Q2 2026 in Review

Rothschild Investment LLC increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.44% in Q2 2026, buying an estimated $334 and bringing the position to 917 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Rothschild Investment LLC first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $79.9K in Q3 2024. 796 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Rothschild Investment LLC held 917 shares of State Street Consumer Staples Select Sector SPDR ETF worth $76.2K as of Q2 2026.
  • Rothschild Investment LLC bought 4 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $334.
  • State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1137 holding.
  • Rothschild Investment LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $79.9K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.