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 Q2	$581K	Sell	6,998 -28	-0.4%	-$2.34K	0.01%	673
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Great Valley Advisor Group's XLP Position: Q2 2026 in Review

Great Valley Advisor Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.4% in Q2 2026, selling an estimated $2.34K and leaving 6,998 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #673.

Great Valley Advisor Group first reported a position in XLP in Q2 2019 and has held it in 29 quarters since. The position peaked at $11.5M in Q2 2022. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Great Valley Advisor Group held 6,998 shares of State Street Consumer Staples Select Sector SPDR ETF worth $581K as of Q2 2026.
Great Valley Advisor Group sold 28 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2.34K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #673 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 29 quarters since.
Great Valley Advisor Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.5M in Q2 2022.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.