Capital Investment Advisory Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Capital Investment Advisory Services’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 Q1	$6.06M	Buy	73,930 +3,124	+4%	+$263K	0.44%	48
2025 Q4	$5.5M	Buy	70,806 +4,158	+6%	+$325K	0.39%	61
2025 Q3	$5.22M	Sell	66,648 -2,205	-3%	-$178K	0.41%	61
2025 Q2	$5.58M	Buy	68,853 +3,960	+6%	+$321K	0.46%	53
2025 Q1	$5.3M	Buy	64,893 +2,635	+4%	+$210K	0.47%	52
2024 Q4	$4.89M	Buy	62,258 +1,696	+3%	+$138K	0.47%	51
2024 Q3	$5.03M	Buy	60,562 +55,438	+1,082%	+$4.45M	0.48%	51
2024 Q2	$392K	Sell	5,124 -9	-0.2%	-$687	0.04%	339
2024 Q1	$392K	Sell	5,133 -23	-0.4%	-$1.7K	0.04%	346
2023 Q4	$371K	Sell	5,156 -8	-0.2%	-$554	0.03%	366
2023 Q3	$355K	Sell	5,164 -12,186	-70%	-$892K	0.03%	351
2023 Q2	$1.29M	Buy	17,350 +3,042	+21%	+$228K	0.13%	144
2023 Q1	$1.07M	Buy	14,308 +235	+2%	+$17.2K	0.13%	154
2022 Q4	$1.05M	Buy	14,073 +3,070	+28%	+$224K	0.12%	156
2022 Q3	$734K	Buy	11,003 +1,314	+14%	+$96.3K	0.1%	186
2022 Q2	$699K	Buy	9,689 +6,824	+238%	+$512K	0.08%	204
2022 Q1	$217K	Sell	2,865 -109	-4%	-$8.21K	0.02%	460
2021 Q4	$229K	Buy	2,974 +1,952	+191%	+$141K	0.03%	442
2021 Q3	$70K	Sell	1,022 -50	-5%	-$3.56K	0.01%	537
2021 Q2	$75K	Sell	1,072 -34	-3%	-$2.38K	0.01%	548
2021 Q1	$76K	Buy	1,106 +61	+6%	+$4.01K	0.01%	503
2020 Q4	$70K	Sell	1,045 -898	-46%	-$59.3K	0.01%	490
2020 Q3	$125K	Buy	1,943 +878	+82%	+$55.4K	0.02%	393
2020 Q2	$62K	Sell	1,065 -6,761	-86%	-$395K	0.01%	396
2020 Q1	$426K	Buy	7,826 +6,130	+361%	+$372K	0.1%	176
2019 Q4	$107K	Buy	1,696 +611	+56%	+$37.6K	0.03%	337
2019 Q3	$67K	Sell	1,085 -42	-4%	-$2.52K	0.02%	492
2019 Q2	$67K	Sell	1,127 -95	-8%	-$5.44K	0.02%	487
2019 Q1	$69K	Hold	1,222	–	–	0.03%	421
2018 Q4	$62K	Buy	+1,222	New	+$66.3K	0.03%	413

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Investment Advisory Services's XLP Position: Q1 2026 in Review

Capital Investment Advisory Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.4% in Q1 2026, buying an estimated $263K and bringing the position to 73,930 shares worth $6.06M. The position accounts for 0.44% of the portfolio, ranked #48.

Capital Investment Advisory Services first reported a position in XLP in Q4 2018 and has held it in 30 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Capital Investment Advisory Services held 73,930 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.06M as of Q1 2026.
Capital Investment Advisory Services bought 3,124 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $263K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.44% of Capital Investment Advisory Services's portfolio in Q1 2026, its #48 holding.
Capital Investment Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.