Waldron Private Wealth’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Waldron Private Wealth’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	$290K	Sell	3,494 -7,565	-68%	-$632K	0.01%	292
2026 Q1	$907K	Hold	11,059	–	–	0.04%	153
2025 Q4	$859K	Hold	11,059	–	–	0.03%	156
2025 Q3	$867K	Sell	11,059 -125	-1%	-$10.1K	0.04%	155
2025 Q2	$906K	Sell	11,184 -1,305	-10%	-$106K	0.04%	145
2025 Q1	$1.02M	Buy	12,489 +1,125	+10%	+$89.8K	0.05%	126
2024 Q4	$893K	Buy	11,364 +70	+0.6%	+$5.68K	0.04%	184
2024 Q3	$937K	Sell	11,294 -123	-1%	-$9.88K	0.04%	168
2024 Q2	$874K	Hold	11,417	–	–	0.04%	170
2024 Q1	$872K	Buy	11,417 +5,245	+85%	+$388K	0.04%	179
2023 Q4	$445K	Sell	6,172 -30,176	-83%	-$2.09M	0.02%	249
2023 Q3	$2.5M	Buy	36,348 +12,505	+52%	+$915K	0.13%	90
2023 Q2	$1.77M	Hold	23,843	–	–	0.09%	105
2023 Q1	$1.78M	Sell	23,843 -1,096	-4%	-$80.2K	0.09%	113
2022 Q4	$1.66M	Hold	24,939	–	–	0.1%	111
2022 Q3	$1.66M	Sell	24,939 -18	-0.1%	-$1.32K	0.1%	111
2022 Q2	$1.8M	Hold	24,957	–	–	0.1%	117
2022 Q1	$1.89M	Buy	24,957 +917	+4%	+$69.1K	0.1%	117
2021 Q4	$1.85M	Hold	24,040	–	–	0.09%	119
2021 Q3	$1.65M	Sell	24,040 -28,515	-54%	-$2.03M	0.1%	116
2021 Q2	$3.68M	Sell	52,555 -3,569	-6%	-$250K	0.24%	64
2021 Q1	$3.83M	Hold	56,124	–	–	0.27%	57
2020 Q4	$3.79M	Sell	56,124 -600	-1%	-$39.6K	0.28%	51
2020 Q3	$3.64M	Hold	56,724	–	–	0.31%	51
2020 Q2	$3.33M	Hold	56,724	–	–	0.29%	49
2020 Q1	$3.09M	Buy	+56,724	New	+$3.44M	0.33%	52

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

Waldron Private Wealth's XLP Position: Q2 2026 in Review

Waldron Private Wealth reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 68% in Q2 2026, selling an estimated $632K and leaving 3,494 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #292.

Waldron Private Wealth first reported a position in XLP in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.83M in Q1 2021. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Waldron Private Wealth held 3,494 shares of State Street Consumer Staples Select Sector SPDR ETF worth $290K as of Q2 2026.
Waldron Private Wealth sold 7,565 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $632K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #292 holding.
Waldron Private Wealth first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Waldron Private Wealth's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.83M in Q1 2021.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.