Cavalier Investments’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cavalier Investments’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	$2.26M	Sell	27,150 -216	-0.8%	-$18K	0.09%	52
2026 Q1	$2.24M	Buy	+27,366	New	+$2.3M	0.06%	87
2020 Q3	–	Sell	-37,114	Closed	-$2.18M	–	78
2020 Q2	$2.18M	Hold	37,114	–	–	1.26%	16
2020 Q1	$2.02M	Sell	37,114 -285	-0.8%	-$17.3K	1.2%	20
2019 Q4	$2.35M	Sell	37,399 -101,774	-73%	-$6.27M	1.02%	34
2019 Q3	$8.55M	Buy	139,173 +70,277	+102%	+$4.23M	3.69%	6
2019 Q2	$4M	Buy	+68,896	New	+$3.94M	1.67%	16
2019 Q1	–	Sell	-315,981	Closed	-$16M	–	175
2018 Q4	$16M	Buy	315,981 +57,184	+22%	+$3.1M	5.17%	7
2018 Q3	$14M	Buy	+258,797	New	+$13.9M	4.06%	6
2018 Q1	–	Sell	-203,588	Closed	-$11.6M	–	198
2017 Q4	$11.6M	Buy	203,588 +45,258	+29%	+$2.49M	4.62%	2
2017 Q3	$8.55M	Hold	158,330	–	–	4.11%	8
2017 Q2	$8.7M	Hold	158,330	–	–	4.84%	9
2017 Q1	$8.64M	Buy	+158,330	New	+$8.51M	4.84%	8
2016 Q4	–	Sell	-156,969	Closed	-$8.35M	–	155
2016 Q3	$8.35M	Sell	156,969 -68,672	-30%	-$3.74M	5.07%	7
2016 Q2	$12.4M	Buy	225,641 +205,395	+1,014%	+$10.9M	7.28%	1
2016 Q1	$1.07M	Buy	20,246 +10,339	+104%	+$525K	0.62%	32
2015 Q4	$500K	Buy	+9,907	New	+$492K	0.3%	61

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cavalier Investments's XLP Position: Q2 2026 in Review

Cavalier Investments reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.79% in Q2 2026, selling an estimated $18K and leaving 27,150 shares worth $2.26M. The position accounts for 0.09% of the portfolio, ranked #52.

Cavalier Investments first reported a position in XLP in Q4 2015 and has held it in 17 quarters since. The position peaked at $16M in Q4 2018. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Cavalier Investments held 27,150 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.26M as of Q2 2026.
Cavalier Investments sold 216 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $18K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of Cavalier Investments's portfolio in Q2 2026, its #52 holding.
Cavalier Investments first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and has held it in 17 quarters since.
Cavalier Investments's State Street Consumer Staples Select Sector SPDR ETF position peaked at $16M in Q4 2018.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.