Strategic Wealth Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Strategic Wealth 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 Q1	$63K	Hold	768	–	–	﹤0.01%	472
2025 Q4	$59.7K	Sell	768 -415	-35%	-$32.4K	﹤0.01%	493
2025 Q3	$92.7K	Sell	1,183 -2,248	-66%	-$182K	0.01%	448
2025 Q2	$278K	Buy	+3,431	New	+$278K	0.02%	283
2024 Q1	–	Sell	-5,132	Closed	-$370K	–	310
2023 Q4	$370K	Sell	5,132 -2,206	-30%	-$153K	0.05%	212
2023 Q3	$505K	Sell	7,338 -477	-6%	-$34.9K	0.07%	199
2023 Q2	$580K	Sell	7,815 -1,010	-11%	-$75.8K	0.08%	191
2023 Q1	$659K	Sell	8,825 -1,363	-13%	-$99.7K	0.1%	154
2022 Q4	$760K	Buy	10,188 +5,053	+98%	+$368K	0.14%	141
2022 Q3	$343K	Buy	+5,135	New	+$376K	0.07%	206
2022 Q1	–	Sell	-3,270	Closed	-$252K	–	291
2021 Q4	$252K	Buy	+3,270	New	+$237K	0.05%	251
2019 Q4	–	Sell	-135	Closed	-$8	–	522
2019 Q3	$8	Hold	135	–	–	﹤0.01%	599
2019 Q2	$7K	Hold	135	–	–	﹤0.01%	606
2019 Q1	$8K	Hold	135	–	–	﹤0.01%	586
2018 Q4	$7K	Hold	135	–	–	﹤0.01%	537
2018 Q3	$7K	Hold	135	–	–	﹤0.01%	537
2018 Q2	$7K	Sell	135 -32	-19%	-$1.63K	﹤0.01%	608
2018 Q1	$9K	Hold	167	–	–	﹤0.01%	579
2017 Q4	$9K	Buy	+167	New	+$9.18K	0.01%	554

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

Strategic Wealth Partners's XLP Position: Q1 2026 in Review

Strategic Wealth Partners held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 768 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Strategic Wealth Partners first reported a position in XLP in Q4 2017 and has held it in 19 quarters since. The position peaked at $760K in Q4 2022. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Strategic Wealth Partners held 768 shares of State Street Consumer Staples Select Sector SPDR ETF worth $63K as of Q1 2026.
Strategic Wealth Partners 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 ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #472 holding.
Strategic Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 19 quarters since.
Strategic Wealth Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $760K in Q4 2022.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.