Segment Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Segment Wealth Management’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	–	Sell	-3,616	Closed	-$281K	–	346
2025 Q4	$281K	Buy	+3,616	New	+$282K	0.02%	270
2022 Q3	–	Sell	-111,370	Closed	-$8.04M	–	228
2022 Q2	$8.04M	Buy	111,370 +1,200	+1%	+$90.1K	1.02%	46
2022 Q1	$8.36M	Buy	110,170 +1,524	+1%	+$115K	0.86%	48
2021 Q4	$8.38M	Buy	108,646 +1,885	+2%	+$137K	0.88%	47
2021 Q3	$7.35M	Buy	+106,761	New	+$7.61M	0.87%	48

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Segment Wealth Management's XLP Position: Q1 2026 in Review

Segment Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 3,616 shares — an estimated $281K sold.

Segment Wealth Management first reported a position in XLP in Q3 2021 and held it in 5 quarters. The position peaked at $8.38M in Q4 2021. 1,257 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Segment Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Segment Wealth Management sold 3,616 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $281K.
Segment Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2021 and held it in 5 quarters.
Segment Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.38M in Q4 2021.
1,257 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.