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

Strategic 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	–	Sell	-2,903	Closed	-$226K	–	394
2025 Q4	$226K	Buy	2,903 +2,816	+3,237%	+$220K	0.02%	227
2025 Q3	$239K	Sell	87 -3,162	-97%	-$255K	0.02%	234
2025 Q2	$263K	Buy	+3,249	New	+$264K	0.03%	220
2024 Q4	–	Sell	-5,476	Closed	-$455K	–	250
2024 Q3	$455K	Buy	+5,476	New	+$440K	0.05%	186
2023 Q1	–	Sell	-8,105	Closed	-$604K	–	253
2022 Q4	$604K	Buy	+8,105	New	+$591K	0.13%	137
2021 Q4	–	Sell	-7,937	Closed	-$546K	–	195
2021 Q3	$546K	Buy	+7,937	New	+$566K	0.12%	150
2021 Q1	–	Sell	-17,960	Closed	-$1.21M	–	217
2020 Q4	$1.21M	Buy	17,960 +770	+4%	+$50.9K	0.35%	62
2020 Q3	$1.1M	Buy	+17,190	New	+$1.09M	0.37%	59
2019 Q3	–	Sell	-4,075	Closed	-$233K	–	169
2019 Q2	$233K	Buy	+4,075	New	+$233K	0.13%	124

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

Strategic Investment Advisors's XLP Position: Q1 2026 in Review

Strategic Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 2,903 shares — an estimated $226K sold.

Strategic Investment Advisors first reported a position in XLP in Q2 2019 and held it in 9 quarters. The position peaked at $1.21M in Q4 2020. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Strategic Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Strategic Investment Advisors sold 2,903 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $226K.
Strategic Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and held it in 9 quarters.
Strategic Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.21M 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 Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.