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 Q2	$1.82M	Buy	21,875 +66	+0.3%	+$5.51K	0.15%	89
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 $1.55T 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

Shepherd Financial Partners's XLP Position: Q2 2026 in Review

Shepherd Financial Partners increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.3% in Q2 2026, buying an estimated $5.51K and bringing the position to 21,875 shares worth $1.82M. The position accounts for 0.15% of the portfolio, ranked #89.

Shepherd Financial Partners first reported a position in XLP in Q4 2017 and has held it in 20 quarters since. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Shepherd Financial Partners held 21,875 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.82M as of Q2 2026.
Shepherd Financial Partners bought 66 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $5.51K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.15% of Shepherd Financial Partners's portfolio in Q2 2026, its #89 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 20 quarters since.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.