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 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 $1.37T 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

Cavalier Investments's XLP Position: Q1 2026 in Review

Cavalier Investments opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026: 27,366 shares worth $2.24M. The stake represents 0.06% of the portfolio and ranks #87 among its holdings. This is a return to the name: Cavalier Investments previously reported a position in XLP as recently as Q2 2020.

Cavalier Investments first reported a position in XLP in Q4 2015 and has held it in 16 quarters since. The position peaked at $16M in Q4 2018. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Cavalier Investments held 27,366 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.24M as of Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Cavalier Investments position in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Cavalier Investments's portfolio in Q1 2026, its #87 holding.
Cavalier Investments first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and has held it in 16 quarters since.
Cavalier Investments's State Street Consumer Staples Select Sector SPDR ETF position peaked at $16M in Q4 2018.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.