Sound View Wealth Advisors Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Sound View Wealth Advisors 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	$5.81M	Sell	70,892 -161	-0.2%	-$13.6K	0.4%	64
2025 Q4	$5.52M	Buy	71,053 +3,018	+4%	+$236K	0.37%	65
2025 Q3	$5.33M	Buy	68,035 +4,560	+7%	+$368K	0.37%	65
2025 Q2	$5.14M	Buy	63,475 +4,358	+7%	+$354K	0.38%	64
2025 Q1	$4.83M	Buy	59,117 +2,192	+4%	+$175K	0.4%	62
2024 Q4	$4.47M	Buy	56,925 +3,696	+7%	+$300K	0.36%	62
2024 Q3	$4.42M	Buy	53,229 +20,857	+64%	+$1.67M	0.36%	63
2024 Q2	$2.48M	Buy	32,372 +3,220	+11%	+$246K	0.26%	86
2024 Q1	$2.23M	Sell	29,152 -5,242	-15%	-$388K	0.24%	102
2023 Q4	$2.48M	Sell	34,394 -6,955	-17%	-$482K	0.27%	89
2023 Q3	$2.85M	Buy	41,349 +10,162	+33%	+$744K	0.35%	66
2023 Q2	$2.31M	Buy	31,187 +3,137	+11%	+$235K	0.3%	80
2023 Q1	$2.1M	Sell	28,050 -6,344	-18%	-$464K	0.29%	84
2022 Q4	$2.48M	Buy	34,394 +21,052	+158%	+$1.53M	0.27%	89
2022 Q3	$890K	Buy	13,342 +564	+4%	+$41.3K	0.2%	112
2022 Q2	$922K	Buy	12,778 +2,463	+24%	+$185K	0.19%	114
2022 Q1	$783K	Buy	10,315 +1,827	+22%	+$138K	0.15%	133
2021 Q4	$654K	Buy	8,488 +1,140	+16%	+$82.6K	0.12%	152
2021 Q3	$506K	Buy	7,348 +1,272	+21%	+$90.7K	0.11%	169
2021 Q2	$425K	Buy	6,076 +2,887	+91%	+$202K	0.09%	189
2021 Q1	$218K	Buy	+3,189	New	+$210K	0.05%	251

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

Sound View Wealth Advisors Group's XLP Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.23% in Q1 2026, selling an estimated $13.6K and leaving 70,892 shares worth $5.81M. The position accounts for 0.4% of the portfolio, ranked #64.

Sound View Wealth Advisors Group first reported a position in XLP in Q1 2021 and has held it in 21 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Sound View Wealth Advisors Group held 70,892 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.81M as of Q1 2026.
Sound View Wealth Advisors Group sold 161 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $13.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.4% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #64 holding.
Sound View Wealth Advisors Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.