Independent Advisor Alliance’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Independent Advisor Alliance’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	$4.28M	Buy	52,160 +48,505	+1,327%	+$4.08M	0.05%	350
2025 Q4	$284K	Buy	3,655 +214	+6%	+$16.7K	0.01%	815
2025 Q3	$270K	Sell	3,441 -1,141	-25%	-$92.2K	0.01%	798
2025 Q2	$371K	Buy	4,582 +632	+16%	+$51.3K	0.01%	673
2025 Q1	$323K	Sell	3,950 -113,483	-97%	-$9.06M	0.01%	638
2024 Q4	$9.23M	Buy	+117,433	New	+$9.53M	0.12%	175
2020 Q1	–	Sell	-45,993	Closed	-$2.9M	–	882
2019 Q4	$2.9M	Buy	45,993 +26,232	+133%	+$1.62M	0.13%	175
2019 Q3	$1.2M	Buy	19,761 +635	+3%	+$38.2K	0.15%	134
2019 Q2	$1K	Buy	19,126 +51	+0.3%	+$2.92K	﹤0.01%	422
2019 Q1	$1.07M	Buy	19,075 +13,393	+236%	+$716K	0.15%	135
2018 Q4	$304K	Buy	+5,682	New	+$308K	0.05%	289
2017 Q2	–	Sell	-44,709	Closed	-$2.44M	–	422
2017 Q1	$2.44M	Buy	+44,709	New	+$2.4M	0.39%	73

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

Independent Advisor Alliance's XLP Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1,327% in Q1 2026, buying an estimated $4.08M and bringing the position to 52,160 shares worth $4.28M. The position accounts for 0.05% of the portfolio, ranked #350.

Independent Advisor Alliance first reported a position in XLP in Q1 2017 and has held it in 12 quarters since. The position peaked at $9.23M in Q4 2024. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Independent Advisor Alliance held 52,160 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.28M as of Q1 2026.
Independent Advisor Alliance bought 48,505 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $4.08M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #350 holding.
Independent Advisor Alliance first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2017 and has held it in 12 quarters since.
Independent Advisor Alliance's State Street Consumer Staples Select Sector SPDR ETF position peaked at $9.23M in Q4 2024.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.