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

SageView 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	–	Sell	-1,159	Closed	-$90K	–	2461
2025 Q4	$90K	Buy	+1,159	New	+$90.5K	﹤0.01%	860
2024 Q1	–	Sell	-5,966	Closed	-$438K	–	842
2023 Q4	$438K	Sell	5,966 -17,799	-75%	-$1.23M	0.02%	418
2023 Q3	$1.64M	Buy	23,765 +615	+3%	+$45K	0.09%	130
2023 Q2	$1.72M	Buy	23,150 +9,145	+65%	+$686K	0.1%	132
2023 Q1	$1.05M	Buy	14,005 +10,483	+298%	+$767K	0.07%	198
2022 Q4	$263K	Buy	+3,522	New	+$257K	0.02%	350

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SageView Advisory Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 1,159 shares — an estimated $90K sold.

SageView Advisory Group first reported a position in XLP in Q4 2022 and held it in 6 quarters. The position peaked at $1.72M in Q2 2023. 1,259 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

SageView Advisory Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,159 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $90K.
SageView Advisory Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 6 quarters.
SageView Advisory Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.72M in Q2 2023.
1,259 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.