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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$77.1K Buy
940
+245
+35% +$20.6K 0.01% 423
2025
Q4
$54K Buy
+695
New +$54.2K ﹤0.01% 457

Other funds holding XLP

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

SHP Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 35% in Q1 2026, buying an estimated $20.6K and bringing the position to 940 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #423.

SHP Wealth Management first reported a position in XLP in Q4 2025 and has held it in 2 quarters since. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • SHP Wealth Management held 940 shares of State Street Consumer Staples Select Sector SPDR ETF worth $77.1K as of Q1 2026.
  • SHP Wealth Management bought 245 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $20.6K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #423 holding.
  • SHP Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.