United Advisor Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

United Advisor 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 Q3	$360K	Buy	4,472 +385	+9%	+$32.5K	0.03%	407
2026 Q2	$339K	Sell	4,087 -305	-7%	-$25.5K	0.04%	398
2026 Q1	$360K	Buy	4,392 +240	+6%	+$20.2K	0.04%	350
2025 Q4	$323K	Sell	4,152 -89	-2%	-$6.95K	0.04%	361
2025 Q3	$332K	Buy	4,241 +262	+7%	+$21.2K	0.04%	340
2025 Q2	$322K	Buy	3,979 +523	+15%	+$42.4K	0.06%	303
2025 Q1	$282K	Sell	3,456 -315	-8%	-$25.1K	0.06%	283
2024 Q4	$296K	Buy	3,771 +872	+30%	+$70.8K	0.06%	299
2024 Q3	$241K	Buy	+2,899	New	+$233K	0.05%	302

Other funds holding XLP

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

United Advisor Group's XLP Position: Q3 2026 in Review

United Advisor Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 9.4% in Q3 2026, buying an estimated $32.5K and bringing the position to 4,472 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #407.

United Advisor Group first reported a position in XLP in Q3 2024 and has held it in 9 quarters since. 1,082 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

United Advisor Group held 4,472 shares of State Street Consumer Staples Select Sector SPDR ETF worth $360K as of Q3 2026.
United Advisor Group bought 385 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $32.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #407 holding.
United Advisor Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
1,082 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.