Investment Advisory Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Investment Advisory 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	$711K	Sell	8,672 -267	-3%	-$22.5K	0.18%	93
2025 Q4	$694K	Buy	8,939 +2	+0%	+$156	0.18%	94
2025 Q3	$700K	Sell	8,937 -190	-2%	-$15.3K	0.19%	88
2025 Q2	$739K	Sell	9,127 -188	-2%	-$15.3K	0.22%	87
2025 Q1	$761K	Buy	9,315 +37	+0.4%	+$2.95K	0.25%	79
2024 Q4	$729K	Buy	9,278 +241	+3%	+$19.6K	0.24%	79
2024 Q3	$750K	Buy	9,037 +45	+0.5%	+$3.61K	0.26%	76
2024 Q2	$689K	Sell	8,992 -233	-3%	-$17.8K	0.27%	73
2024 Q1	$704K	Buy	9,225 +113	+1%	+$8.36K	0.29%	70
2023 Q4	$656K	Buy	9,112 +72	+0.8%	+$4.99K	0.3%	65
2023 Q3	$622K	Buy	9,040 +227	+3%	+$16.6K	0.32%	64
2023 Q2	$654K	Buy	8,813 +562	+7%	+$42.2K	0.33%	61
2023 Q1	$616K	Buy	8,251 +2,654	+47%	+$194K	0.35%	61
2022 Q4	$417K	Buy	5,597 +2,067	+59%	+$151K	0.26%	79
2022 Q3	$236K	Buy	3,530 +70	+2%	+$5.13K	0.16%	107
2022 Q2	$251K	Sell	3,460 -171	-5%	-$12.8K	0.17%	99
2022 Q1	$275K	Buy	3,631 +1	+0%	+$75	0.17%	103
2021 Q4	$274K	Buy	+3,630	New	+$263K	0.18%	97

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 $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Investment Advisory Group's XLP Position: Q1 2026 in Review

Investment Advisory Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3% in Q1 2026, selling an estimated $22.5K and leaving 8,672 shares worth $711K. The position accounts for 0.18% of the portfolio, ranked #93.

Investment Advisory Group first reported a position in XLP in Q4 2021 and has held it in 18 quarters since. The position peaked at $761K in Q1 2025. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Investment Advisory Group held 8,672 shares of State Street Consumer Staples Select Sector SPDR ETF worth $711K as of Q1 2026.
Investment Advisory Group sold 267 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $22.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.18% of Investment Advisory Group's portfolio in Q1 2026, its #93 holding.
Investment Advisory Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $761K in Q1 2025.
1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.