Great Valley Advisor Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Great Valley Advisor Group’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	$576K	Sell	7,026 -1,185	-14%	-$99.8K	0.01%	642
2025 Q4	$638K	Sell	8,211 -508	-6%	-$39.6K	0.01%	569
2025 Q3	$683K	Buy	8,719 +260	+3%	+$21K	0.01%	563
2025 Q2	$685K	Sell	8,459 -109	-1%	-$8.84K	0.02%	527
2025 Q1	$700K	Sell	8,568 -955	-10%	-$76.2K	0.02%	513
2024 Q4	$749K	Sell	9,523 -35,975	-79%	-$2.92M	0.02%	499
2024 Q3	$3.78M	Buy	45,498 +35,410	+351%	+$2.84M	0.09%	221
2024 Q2	$772K	Sell	10,088 -5,450	-35%	-$416K	0.02%	442
2024 Q1	$1.19M	Sell	15,538 -1,812	-10%	-$134K	0.04%	345
2023 Q4	$1.25M	Sell	17,350 -5,382	-24%	-$373K	0.04%	311
2023 Q3	$1.56M	Sell	22,732 -5,171	-19%	-$378K	0.06%	248
2023 Q2	$2.07M	Sell	27,903 -1,131	-4%	-$84.9K	0.09%	215
2023 Q1	$2.17M	Sell	29,034 -25,629	-47%	-$1.87M	0.1%	201
2022 Q4	$4.08M	Buy	54,663 +4,432	+9%	+$323K	0.21%	116
2022 Q3	$3.35M	Sell	50,231 -109,453	-69%	-$8.02M	0.19%	138
2022 Q2	$11.5M	Buy	159,684 +50,955	+47%	+$3.83M	0.63%	37
2022 Q1	$8.27M	Buy	108,729 +76,720	+240%	+$5.78M	0.48%	52
2021 Q4	$2.35M	Buy	32,009 +15,246	+91%	+$1.1M	0.15%	164
2021 Q3	$1.15M	Sell	16,763 -1,283	-7%	-$91.4K	0.08%	231
2021 Q2	$1.24M	Sell	18,046 -3,795	-17%	-$266K	0.09%	213
2021 Q1	$1.49M	Sell	21,841 -22,046	-50%	-$1.45M	0.14%	155
2020 Q4	$2.96M	Buy	43,887 +796	+2%	+$52.6K	0.31%	75
2020 Q3	$2.76M	Sell	43,091 -214	-0.5%	-$13.5K	0.34%	69
2020 Q2	$2.54M	Buy	43,305 +21,945	+103%	+$1.28M	0.42%	63
2020 Q1	$1.16M	Buy	21,360 +1,541	+8%	+$93.5K	0.31%	101
2019 Q4	$1.25M	Sell	19,819 -1,812	-8%	-$112K	0.28%	108
2019 Q3	$1.33M	Buy	21,631 +1,617	+8%	+$97.2K	0.32%	92
2019 Q2	$1.16M	Buy	+20,014	New	+$1.15M	0.29%	106

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

Great Valley Advisor Group's XLP Position: Q1 2026 in Review

Great Valley Advisor Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 14% in Q1 2026, selling an estimated $99.8K and leaving 7,026 shares worth $576K. The position accounts for 0.01% of the portfolio, ranked #642.

Great Valley Advisor Group first reported a position in XLP in Q2 2019 and has held it in 28 quarters since. The position peaked at $11.5M in Q2 2022. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Great Valley Advisor Group held 7,026 shares of State Street Consumer Staples Select Sector SPDR ETF worth $576K as of Q1 2026.
Great Valley Advisor Group sold 1,185 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $99.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #642 holding.
Great Valley Advisor Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
Great Valley Advisor Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.5M in Q2 2022.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.