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 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

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

Cerity Partners's XLP Position: Q1 2026 in Review

Cerity Partners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.96% in Q1 2026, selling an estimated $147K and leaving 180,854 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #535.

Cerity Partners first reported a position in XLP in Q2 2019 and has held it in 28 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Cerity Partners held 180,854 shares of State Street Consumer Staples Select Sector SPDR ETF worth $14.8M as of Q1 2026.
Cerity Partners sold 1,744 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $147K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #535 holding.
Cerity Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.