Shufro Rose & Co’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Shufro Rose & Co’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	$417K	Hold	5,085	–	–	0.03%	201
2025 Q4	$395K	Sell	5,085 -100	-2%	-$7.8K	0.03%	203
2025 Q3	$423K	Hold	5,185	–	–	0.03%	201
2025 Q2	$423K	Hold	5,185	–	–	0.03%	196
2025 Q1	$423K	Sell	5,185 -150	-3%	-$12K	0.03%	199
2024 Q4	$419K	Buy	5,335 +300	+6%	+$24.4K	0.03%	191
2024 Q3	$386K	Hold	5,035	–	–	0.03%	205
2024 Q2	$386K	Sell	5,035 -50	-1%	-$3.81K	0.03%	205
2024 Q1	$388K	Buy	5,085 +95	+2%	+$7.03K	0.03%	203
2023 Q4	$343K	Hold	4,990	–	–	0.03%	204
2023 Q3	$343K	Buy	4,990 +5	+0.1%	+$366	0.03%	204
2023 Q2	$370K	Buy	4,985 +150	+3%	+$11.3K	0.03%	206
2023 Q1	$361K	Buy	+4,835	New	+$354K	0.03%	206
2022 Q1	–	Sell	-2,753	Closed	-$212K	–	360
2021 Q4	$212K	Buy	+2,753	New	+$200K	0.02%	273

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

Shufro Rose & Co's XLP Position: Q1 2026 in Review

Shufro Rose & Co held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 5,085 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #201.

Shufro Rose & Co first reported a position in XLP in Q4 2021 and has held it in 14 quarters since. The position peaked at $423K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Shufro Rose & Co held 5,085 shares of State Street Consumer Staples Select Sector SPDR ETF worth $417K as of Q1 2026.
Shufro Rose & Co left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Shufro Rose & Co's portfolio in Q1 2026, its #201 holding.
Shufro Rose & Co first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Shufro Rose & Co's State Street Consumer Staples Select Sector SPDR ETF position peaked at $423K in Q3 2025.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.