Vertex Investment Solutions’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.23M Buy
14,600
+500
+4% +$41.8K 0.83% 21
2026
Q1
$1.15M Buy
14,100
+3,400
+32% +$286K 1.33% 17
2025
Q4
$838K Buy
+10,700
New +$835K 0.83% 19

Other funds holding XLP

Vertex Investment Solutions's XLP Position: Q2 2026 in Review

Vertex Investment Solutions increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.5% in Q2 2026, buying an estimated $41.8K and bringing the position to 14,600 shares worth $1.23M. The position accounts for 0.83% of the portfolio, ranked #21.

Vertex Investment Solutions first reported a position in XLP in Q4 2025 and has held it in 3 quarters since. 1,239 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Vertex Investment Solutions held 14,600 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.23M as of Q2 2026.
  • Vertex Investment Solutions bought 500 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $41.8K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.83% of Vertex Investment Solutions's portfolio in Q2 2026, its #21 holding.
  • Vertex Investment Solutions first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,239 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.