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Consumer Staples Select Sect. SPDR shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $327k 4.0k 81.97
2025-09-30 $312k 4.0k 78.37
2025-06-30 $323k 4.0k 80.96
2025-03-31 $325k 4.0k 81.66
2024-12-31 $313k 4.0k 78.60

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Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Citigroup
Morgan Stanley
Barclays
Susquehanna International
Goldman Sachs Group
Elliott Investment Management
UBS Group
Jane Street
Citadel Advisors
Wells Fargo & Company
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Raymond James Financial
LPL Financial

View all funds holding Consumer Staples Select Sect. SPDR