Cedar Mountain Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cedar Mountain Advisors’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 Q3	$2.76M	Sell	34,220 -1,957	-5%	-$165K	0.47%	35
2026 Q2	$3.01M	Buy	36,177 +406	+1%	+$33.9K	0.52%	28
2026 Q1	$2.93M	Buy	35,771 +77	+0.2%	+$6.48K	0.57%	25
2025 Q4	$2.77M	Buy	35,694 +320	+0.9%	+$25K	0.53%	26
2025 Q3	$2.77M	Sell	35,374 -3,322	-9%	-$268K	0.54%	26
2025 Q2	$3.13M	Buy	38,696 +861	+2%	+$69.9K	0.65%	22
2025 Q1	$3.09M	Buy	37,835 +1,858	+5%	+$148K	0.69%	22
2024 Q4	$2.83M	Sell	35,977 -6	-0%	-$487	0.62%	22
2024 Q3	$2.99M	Buy	35,983 +2,139	+6%	+$172K	0.67%	20
2024 Q2	$2.59M	Buy	33,844 +2,200	+7%	+$168K	0.64%	19
2024 Q1	$2.42M	Buy	31,644 +588	+2%	+$43.5K	0.61%	19
2023 Q4	$2.24M	Buy	31,056 +604	+2%	+$41.8K	0.61%	19
2023 Q3	$2.1M	Sell	30,452 -242	-0.8%	-$17.7K	0.62%	19
2023 Q2	$2.28M	Sell	30,694 -48	-0.2%	-$3.6K	0.65%	19
2023 Q1	$2.3M	Sell	30,742 -182	-0.6%	-$13.3K	0.69%	19
2022 Q4	$2.31M	Sell	30,924 -21	-0.1%	-$1.53K	0.72%	19
2022 Q3	$2.06M	Buy	30,945 +1,154	+4%	+$84.6K	0.69%	18
2022 Q2	$2.15M	Buy	29,791 +888	+3%	+$66.7K	0.74%	17
2022 Q1	$2.19M	Buy	+28,903	New	+$2.18M	0.65%	17
2021 Q2	–	Sell	-34	Closed	-$2.38K	–	301
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	251
2020 Q4	$2K	Hold	34	–	–	﹤0.01%	244
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	225
2020 Q2	$2K	Hold	34	–	–	﹤0.01%	223
2020 Q1	$2K	Hold	34	–	–	﹤0.01%	200
2019 Q4	$2K	Buy	+34	New	+$2.1K	﹤0.01%	223

Other funds holding XLP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PCM

Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Cedar Mountain Advisors's XLP Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.4% in Q3 2026, selling an estimated $165K and leaving 34,220 shares worth $2.76M. The position accounts for 0.47% of the portfolio, ranked #35.

Cedar Mountain Advisors first reported a position in XLP in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.13M in Q2 2025. 246 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Cedar Mountain Advisors held 34,220 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.76M as of Q3 2026.
Cedar Mountain Advisors sold 1,957 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $165K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.47% of Cedar Mountain Advisors's portfolio in Q3 2026, its #35 holding.
Cedar Mountain Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
Cedar Mountain Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.13M in Q2 2025.
246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.