Shepherd Financial Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Shepherd Financial Partners’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	$1.79M	Sell	21,809 -275	-1%	-$23.2K	0.17%	79
2025 Q4	$1.72M	Buy	22,084 +241	+1%	+$18.8K	0.16%	89
2025 Q3	$1.71M	Sell	21,843 -123	-0.6%	-$9.94K	0.16%	90
2025 Q2	$1.78M	Buy	21,966 +361	+2%	+$29.3K	0.19%	86
2025 Q1	$1.76M	Buy	21,605 +11	+0.1%	+$878	0.21%	81
2024 Q4	$1.7M	Buy	21,594 +183	+0.9%	+$14.9K	0.2%	74
2024 Q3	$1.78M	Buy	21,411 +317	+2%	+$25.5K	0.21%	71
2024 Q2	$1.62M	Buy	21,094 +146	+0.7%	+$11.1K	0.21%	71
2024 Q1	$1.6M	Buy	20,948 +596	+3%	+$44.1K	0.21%	72
2023 Q4	$1.47M	Buy	+20,352	New	+$1.41M	0.21%	77
2020 Q1	–	Sell	-12,576	Closed	-$793K	–	139
2019 Q4	$793K	Buy	12,576 +10	+0.1%	+$616	0.18%	77
2019 Q3	$772K	Sell	12,566 -1,208	-9%	-$72.6K	0.19%	71
2019 Q2	$800K	Buy	13,774 +8	+0.1%	+$458	0.15%	73
2019 Q1	$772K	Buy	13,766 +55	+0.4%	+$2.94K	0.15%	72
2018 Q4	$694K	Buy	13,711 +7,321	+115%	+$397K	0.15%	72
2018 Q3	$329K	Hold	6,390	–	–	0.07%	98
2018 Q2	$328K	Sell	6,390 -783	-11%	-$39.8K	0.07%	98
2018 Q1	$378K	Sell	7,173 -383	-5%	-$21.1K	0.09%	84
2017 Q4	$431K	Buy	+7,556	New	+$415K	0.1%	85

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

Shepherd Financial Partners's XLP Position: Q1 2026 in Review

Shepherd Financial Partners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.2% in Q1 2026, selling an estimated $23.2K and leaving 21,809 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #79.

Shepherd Financial Partners first reported a position in XLP in Q4 2017 and has held it in 19 quarters since. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Shepherd Financial Partners held 21,809 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.79M as of Q1 2026.
Shepherd Financial Partners sold 275 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $23.2K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.17% of Shepherd Financial Partners's portfolio in Q1 2026, its #79 holding.
Shepherd Financial Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 19 quarters since.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.