Cape Investment Advisory’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
$13.2K Buy
+159
New +$13.3K ﹤0.01% 795
2026
Q1
Sell
-435
Closed -$33.8K 1237
2025
Q4
$33.8K Buy
+435
New +$34K 0.01% 500
2025
Q3
Sell
-140
Closed -$11.3K 1206
2025
Q2
$11.3K Buy
140
+19
+16% +$1.54K ﹤0.01% 616
2025
Q1
$9.85K Buy
+121
New +$9.66K ﹤0.01% 603
2024
Q4
Sell
-1,051
Closed -$87.2K 1163
2024
Q3
$87.2K Sell
1,051
-204
-16% -$16.4K 0.04% 252
2024
Q2
$96.1K Buy
1,255
+42
+3% +$3.2K 0.04% 226
2024
Q1
$92.6K Sell
1,213
-255
-17% -$18.9K 0.04% 228
2023
Q4
$106K Buy
1,468
+200
+16% +$13.9K 0.05% 213
2023
Q3
$87.2K Buy
1,268
+8
+0.6% +$586 0.05% 223
2023
Q2
$93.5K Buy
1,260
+455
+57% +$34.1K 0.05% 205
2023
Q1
$60.2K Buy
+805
New +$58.9K 0.04% 242

Other funds holding XLP

Cape Investment Advisory's XLP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 159 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in XLP as recently as Q4 2025.

Cape Investment Advisory first reported a position in XLP in Q1 2023 and has held it in 11 quarters since. The position peaked at $106K in Q4 2023. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Cape Investment Advisory held 159 shares of State Street Consumer Staples Select Sector SPDR ETF worth $13.2K as of Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Cape Investment Advisory position in Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #795 holding.
  • Cape Investment Advisory first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
  • Cape Investment Advisory's State Street Consumer Staples Select Sector SPDR ETF position peaked at $106K in Q4 2023.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.