Stack Financial Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Stack Financial Management’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	–	Sell	-2,793	Closed	-$229K	–	56
2026 Q1	$229K	Sell	2,793 -552	-17%	-$46.5K	0.02%	52
2025 Q4	$260K	Buy	+3,345	New	+$261K	0.02%	55
2020 Q3	–	Sell	-4,286	Closed	-$251K	–	52
2020 Q2	$251K	Buy	4,286 +222	+5%	+$13K	0.03%	50
2020 Q1	$221K	Sell	4,064 -12	-0.3%	-$728	0.03%	40
2019 Q4	$257K	Sell	4,076 -48	-1%	-$2.96K	0.03%	48
2019 Q3	$253K	Buy	+4,124	New	+$248K	0.03%	46
2019 Q1	–	Sell	-9,649	Closed	-$490K	–	51
2018 Q4	$490K	Buy	+9,649	New	+$524K	0.06%	47

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

Stack Financial Management's XLP Position: Q2 2026 in Review

Stack Financial Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 2,793 shares — an estimated $229K sold.

Stack Financial Management first reported a position in XLP in Q4 2018 and held it in 7 quarters. The position peaked at $490K in Q4 2018. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Stack Financial Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Stack Financial Management sold 2,793 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $229K.
Stack Financial Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and held it in 7 quarters.
Stack Financial Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $490K in Q4 2018.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.