Cerity Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cerity Partners’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	$9.22M	Sell	114,344 -65,075	-36%	-$5.5M	0.01%	828
2026 Q2	$14.9M	Sell	179,419 -1,435	-0.8%	-$120K	0.02%	577
2026 Q1	$14.8M	Sell	180,854 -1,744	-1%	-$147K	0.02%	535
2025 Q4	$14.2M	Buy	182,598 +140,408	+333%	+$11M	0.02%	512
2025 Q3	$3.31M	Sell	42,190 -1,188	-3%	-$96K	0.01%	1056
2025 Q2	$3.51M	Sell	43,378 -3,457	-7%	-$280K	0.01%	973
2025 Q1	$3.83M	Sell	46,835 -908	-2%	-$72.5K	0.01%	838
2024 Q4	$3.76M	Buy	47,743 +8,667	+22%	+$704K	0.01%	831
2024 Q3	$3.24M	Buy	39,076 +2,265	+6%	+$182K	0.01%	877
2024 Q2	$2.82M	Buy	36,811 +7,388	+25%	+$564K	0.01%	783
2024 Q1	$2.25M	Sell	29,423 -31,726	-52%	-$2.35M	0.01%	920
2023 Q4	$4.4M	Buy	61,149 +51,133	+511%	+$3.54M	0.01%	567
2023 Q3	$689K	Sell	10,016 -35,632	-78%	-$2.61M	﹤0.01%	863
2023 Q2	$3.39M	Sell	45,648 -5,794	-11%	-$435K	0.01%	593
2023 Q1	$5.63M	Sell	51,442 -7,199	-12%	-$527K	0.01%	470
2022 Q4	$4.37M	Buy	58,641 +27,414	+88%	+$2M	0.03%	386
2022 Q3	$2.08M	Buy	31,227 +2,183	+8%	+$160K	0.03%	367
2022 Q2	$2.1M	Sell	29,044 -547	-2%	-$41.1K	0.02%	388
2022 Q1	$2.25M	Buy	29,591 +12,298	+71%	+$926K	0.03%	310
2021 Q4	$1.33M	Buy	17,293 +738	+4%	+$53.5K	0.02%	389
2021 Q3	$1.14M	Sell	16,555 -720	-4%	-$51.3K	0.03%	344
2021 Q2	$1.21M	Sell	17,275 -555	-3%	-$38.9K	0.03%	343
2021 Q1	$1.22M	Sell	17,830 -483	-3%	-$31.8K	0.03%	322
2020 Q4	$1.24M	Sell	18,313 -104	-0.6%	-$6.87K	0.04%	281
2020 Q3	$1.18M	Sell	18,417 -184	-1%	-$11.6K	0.05%	225
2020 Q2	$1.09M	Buy	18,601 +925	+5%	+$54K	0.06%	196
2020 Q1	$963K	Buy	17,676 +318	+2%	+$19.3K	0.06%	213
2019 Q4	$1.09M	Buy	17,358 +1,014	+6%	+$62.5K	0.06%	233
2019 Q3	$1M	Sell	16,344 -158	-1%	-$9.5K	0.06%	248
2019 Q2	$958K	Buy	+16,502	New	+$945K	0.06%	237

Other funds holding XLP

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

Cerity Partners's XLP Position: Q3 2026 in Review

Cerity Partners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 36% in Q3 2026, selling an estimated $5.5M and leaving 114,344 shares worth $9.22M. The position accounts for 0.01% of the portfolio, ranked #828.

Cerity Partners first reported a position in XLP in Q2 2019 and has held it in 30 quarters since. The position peaked at $14.9M in Q2 2026. 1,082 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Cerity Partners held 114,344 shares of State Street Consumer Staples Select Sector SPDR ETF worth $9.22M as of Q3 2026.
Cerity Partners sold 65,075 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $5.5M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Cerity Partners's portfolio in Q3 2026, its #828 holding.
Cerity Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and has held it in 30 quarters since.
Cerity Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $14.9M in Q2 2026.
1,082 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.