Sage Mountain Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sage Mountain 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	$18.3K	Hold	223	–	–	﹤0.01%	262
2025 Q4	$17.3K	Hold	223	–	–	﹤0.01%	545
2025 Q3	$17.5K	Hold	223	–	–	﹤0.01%	531
2025 Q2	$18.1K	Hold	223	–	–	﹤0.01%	472
2025 Q1	$18.2K	Hold	223	–	–	﹤0.01%	455
2024 Q4	$17.5K	Hold	223	–	–	﹤0.01%	450
2024 Q3	$18.5K	Hold	223	–	–	﹤0.01%	461
2024 Q2	$17.1K	Hold	223	–	–	﹤0.01%	398
2024 Q1	$17K	Hold	223	–	–	﹤0.01%	379
2023 Q4	$16.1K	Hold	223	–	–	﹤0.01%	328
2023 Q3	$15.3K	Hold	223	–	–	﹤0.01%	325
2023 Q2	$16.5K	Hold	223	–	–	﹤0.01%	318
2023 Q1	$16.7K	Hold	223	–	–	﹤0.01%	302
2022 Q4	$16.6K	Hold	223	–	–	﹤0.01%	263
2022 Q3	$15K	Hold	223	–	–	﹤0.01%	340
2022 Q2	$16K	Hold	223	–	–	﹤0.01%	574
2022 Q1	$17K	Hold	223	–	–	﹤0.01%	591
2021 Q4	$17K	Hold	223	–	–	﹤0.01%	656
2021 Q3	$15K	Hold	223	–	–	﹤0.01%	557
2021 Q2	$16K	Hold	223	–	–	﹤0.01%	509
2021 Q1	$15K	Sell	223 -77	-26%	-$5.06K	﹤0.01%	438
2020 Q4	$20K	Buy	+300	New	+$19.8K	0.01%	252

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

Sage Mountain Advisors's XLP Position: Q1 2026 in Review

Sage Mountain Advisors held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 223 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Sage Mountain Advisors first reported a position in XLP in Q4 2020 and has held it in 22 quarters since. The position peaked at $20K in Q4 2020. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Sage Mountain Advisors held 223 shares of State Street Consumer Staples Select Sector SPDR ETF worth $18.3K as of Q1 2026.
Sage Mountain Advisors left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #262 holding.
Sage Mountain Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Sage Mountain Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $20K in Q4 2020.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.