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

Cary Street Partners Investment Advisory’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	$77.9K	Sell	938 -24,569	-96%	-$2.05M	0.02%	536
2026 Q1	$2.09M	Sell	25,507 -1,970	-7%	-$166K	0.53%	47
2025 Q4	$2.13M	Buy	27,477 +26,744	+3,649%	+$2.09M	0.58%	41
2025 Q3	$57.4K	Sell	733 -185	-20%	-$14.9K	0.02%	425
2025 Q2	$74.3K	Sell	918 -691	-43%	-$56.1K	0.04%	363
2025 Q1	$131K	Buy	1,609 +702	+77%	+$56K	0.08%	265
2024 Q4	$71.3K	Sell	907 -20,794	-96%	-$1.69M	0.05%	287
2024 Q3	$1.8M	Sell	21,701 -934	-4%	-$75K	0.07%	283
2024 Q2	$1.73M	Sell	22,635 -3,103	-12%	-$237K	0.07%	275
2024 Q1	$1.97M	Buy	25,738 +3,602	+16%	+$266K	0.08%	248
2023 Q4	$1.59M	Sell	22,136 -1,686	-7%	-$117K	0.08%	258
2023 Q3	$1.64M	Buy	23,822 +3,687	+18%	+$270K	0.09%	238
2023 Q2	$1.49M	Buy	20,135 +18,129	+904%	+$1.36M	0.1%	211
2023 Q1	$150K	Buy	2,006 +39	+2%	+$2.85K	0.01%	523
2022 Q4	$147K	Buy	+1,967	New	+$143K	0.01%	518
2022 Q3	–	Sell	-1,321	Closed	-$95K	–	575
2022 Q2	$95K	Buy	+1,321	New	+$99.2K	0.01%	514
2020 Q4	–	Sell	-1,400	Closed	-$90K	–	892
2020 Q3	$90K	Buy	+1,400	New	+$88.4K	0.02%	400

Other funds holding XLP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's XLP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 96% in Q2 2026, selling an estimated $2.05M and leaving 938 shares worth $77.9K. The position accounts for 0.02% of the portfolio, ranked #536.

Cary Street Partners Investment Advisory first reported a position in XLP in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2025. 916 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Cary Street Partners Investment Advisory held 938 shares of State Street Consumer Staples Select Sector SPDR ETF worth $77.9K as of Q2 2026.
Cary Street Partners Investment Advisory sold 24,569 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2.05M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #536 holding.
Cary Street Partners Investment Advisory first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and has held it in 17 quarters since.
Cary Street Partners Investment Advisory's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.13M in Q4 2025.
916 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.