True Link Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

True Link Financial 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 Q1	$152K	Buy	+1,854	New	+$156K	0.01%	114
2022 Q1	–	Sell	-1,225	Closed	-$94K	–	289
2021 Q4	$94K	Sell	1,225 -850	-41%	-$61.6K	0.01%	399
2021 Q3	$143K	Hold	2,075	–	–	0.02%	295
2021 Q2	$145K	Sell	2,075 -74	-3%	-$5.18K	0.02%	259
2021 Q1	$147K	Buy	2,149 +74	+4%	+$4.87K	0.02%	309
2020 Q4	$140K	Buy	+2,075	New	+$137K	0.02%	331

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

True Link Financial Advisors's XLP Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026: 1,854 shares worth $152K. The stake represents 0.01% of the portfolio and ranks #114 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in XLP as recently as Q4 2021.

True Link Financial Advisors first reported a position in XLP in Q4 2020 and has held it in 6 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

True Link Financial Advisors held 1,854 shares of State Street Consumer Staples Select Sector SPDR ETF worth $152K as of Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new True Link Financial Advisors position in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #114 holding.
True Link Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.