Simon Quick Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Simon Quick Advisors’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	$311K	Sell	3,743 -58	-2%	-$4.84K	0.01%	329
2026 Q1	$312K	Buy	3,801 +582	+18%	+$49K	0.01%	301
2025 Q4	$250K	Hold	3,219	–	–	0.01%	339
2025 Q3	$252K	Sell	3,219 -100	-3%	-$8.08K	0.01%	354
2025 Q2	$269K	Sell	3,319 -605	-15%	-$49.1K	0.01%	312
2025 Q1	$320K	Sell	3,924 -350	-8%	-$27.9K	0.02%	423
2024 Q4	$336K	Buy	4,274 +1,055	+33%	+$85.7K	0.02%	336
2024 Q3	$267K	Sell	3,219 -55	-2%	-$4.42K	0.02%	346
2024 Q2	$251K	Hold	3,274	–	–	0.02%	316
2024 Q1	$250K	Hold	3,274	–	–	0.02%	343
2023 Q4	$236K	Buy	3,274 +69	+2%	+$4.78K	0.02%	285
2023 Q3	$221K	Hold	3,205	–	–	0.02%	288
2023 Q2	$238K	Sell	3,205 -79	-2%	-$5.93K	0.02%	249
2023 Q1	$245K	Sell	3,284 -826	-20%	-$60.4K	0.03%	239
2022 Q4	$306K	Buy	+4,110	New	+$299K	0.04%	175
2022 Q2	–	Sell	-267	Closed	-$20K	–	405
2022 Q1	$20K	Buy	267 +2	+0.8%	+$151	0.01%	279
2021 Q4	$20K	Buy	265 +2	+0.8%	+$145	0.01%	290
2021 Q3	$18K	Buy	263 +2	+0.8%	+$143	﹤0.01%	321
2021 Q2	$18K	Buy	261 +69	+36%	+$4.83K	﹤0.01%	345
2021 Q1	$13K	Buy	192 +1	+0.5%	+$66	﹤0.01%	378
2020 Q4	$13K	Buy	191 +2	+1%	+$132	﹤0.01%	357
2020 Q3	$12K	Buy	189 +1	+0.5%	+$63	﹤0.01%	327
2020 Q2	$11K	Sell	188 -533	-74%	-$31.1K	﹤0.01%	319
2020 Q1	$39K	Buy	+721	New	+$43.8K	0.01%	220
2018 Q2	–	Sell	-1,051	Closed	-$55K	–	379
2018 Q1	$55K	Buy	1,051 +51	+5%	+$2.81K	0.02%	165
2017 Q4	$58K	Buy	1,000 +949	+1,861%	+$52.2K	0.03%	214
2017 Q3	$3K	Buy	+51	New	+$2.8K	﹤0.01%	478

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

Simon Quick Advisors's XLP Position: Q2 2026 in Review

Simon Quick Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.5% in Q2 2026, selling an estimated $4.84K and leaving 3,743 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #329.

Simon Quick Advisors first reported a position in XLP in Q3 2017 and has held it in 27 quarters since. The position peaked at $336K in Q4 2024. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Simon Quick Advisors held 3,743 shares of State Street Consumer Staples Select Sector SPDR ETF worth $311K as of Q2 2026.
Simon Quick Advisors sold 58 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $4.84K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #329 holding.
Simon Quick Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2017 and has held it in 27 quarters since.
Simon Quick Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $336K in Q4 2024.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.