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

Moneta Group Investment Advisors’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	$377K	Buy	4,598 +51	+1%	+$4.29K	﹤0.01%	573
2025 Q4	$353K	Buy	4,547 +67	+1%	+$5.23K	﹤0.01%	594
2025 Q3	$351K	Sell	4,480 -961	-18%	-$77.6K	﹤0.01%	580
2025 Q2	$441K	Sell	5,441 -875	-14%	-$71K	0.01%	464
2025 Q1	$516K	Buy	6,316 +931	+17%	+$74.3K	0.01%	408
2024 Q4	$423K	Buy	5,385 +225	+4%	+$18.3K	0.01%	442
2024 Q3	$428K	Sell	5,160 -1,851	-26%	-$149K	0.01%	441
2024 Q2	$537K	Buy	7,011 +701	+11%	+$53.5K	0.01%	377
2024 Q1	$482K	Buy	6,310 +1,057	+20%	+$78.2K	0.01%	382
2023 Q4	$378K	Hold	5,253	–	–	0.01%	390
2023 Q3	$361K	Sell	5,253 -3	-0.1%	-$220	0.01%	372
2023 Q2	$390K	Hold	5,256	–	–	0.01%	377
2023 Q1	$393K	Buy	5,256 +1,077	+26%	+$78.8K	0.01%	361
2022 Q4	$308K	Sell	4,179 -17	-0.4%	-$1.24K	0.01%	370
2022 Q3	$280K	Sell	4,196 -584	-12%	-$42.8K	0.01%	364
2022 Q2	$345K	Sell	4,780 -1,729	-27%	-$130K	0.01%	360
2022 Q1	$494K	Buy	6,509 +453	+7%	+$34.1K	0.02%	293
2021 Q4	$467K	Sell	6,056 -2	-0%	-$145	0.02%	306
2021 Q3	$417K	Buy	6,058 +1,399	+30%	+$99.7K	0.02%	307
2021 Q2	$326K	Buy	4,659 +604	+15%	+$42.3K	0.02%	344
2021 Q1	$277K	Buy	+4,055	New	+$267K	0.01%	351
2018 Q3	–	Sell	-2,087	Closed	-$108K	–	384
2018 Q2	$108K	Buy	+2,087	New	+$106K	0.01%	279

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

Moneta Group Investment Advisors's XLP Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.1% in Q1 2026, buying an estimated $4.29K and bringing the position to 4,598 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Moneta Group Investment Advisors first reported a position in XLP in Q2 2018 and has held it in 22 quarters since. The position peaked at $537K in Q2 2024. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Moneta Group Investment Advisors held 4,598 shares of State Street Consumer Staples Select Sector SPDR ETF worth $377K as of Q1 2026.
Moneta Group Investment Advisors bought 51 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $4.29K.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #573 holding.
Moneta Group Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and has held it in 22 quarters since.
Moneta Group Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $537K in Q2 2024.
1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.