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YHB Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

YHB Investment 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
Q3 		$314K Buy
3,891
+10
+0.3% +$845 0.02% 267
2026
Q2 		$322K Buy
3,881
+55
+1% +$4.59K 0.02% 264
2026
Q1 		$314K Sell
3,826
-14
-0.4% -$1.18K 0.02% 257
2025
Q4 		$298K Sell
3,840
-1,989
-34% -$155K 0.02% 261
2025
Q3 		$457K Sell
5,829
-400
-6% -$32.3K 0.03% 216
2025
Q2 		$504K Buy
+6,229
New +$505K 0.04% 210

Other funds holding XLP

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

YHB Investment Advisors's XLP Position: Q3 2026 in Review

YHB Investment Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.26% in Q3 2026, buying an estimated $845 and bringing the position to 3,891 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #267.

YHB Investment Advisors first reported a position in XLP in Q2 2025 and has held it in 6 quarters since. The position peaked at $504K in Q2 2025. 72 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • YHB Investment Advisors held 3,891 shares of State Street Consumer Staples Select Sector SPDR ETF worth $314K as of Q3 2026.
  • YHB Investment Advisors bought 10 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $845.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #267 holding.
  • YHB Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
  • YHB Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $504K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.