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 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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

United Advisor Group's XLP Position: Q2 2026 in Review

United Advisor Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 6.9% in Q2 2026, selling an estimated $25.5K and leaving 4,087 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #398.

United Advisor Group first reported a position in XLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $360K in Q1 2026. 1,244 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

United Advisor Group held 4,087 shares of State Street Consumer Staples Select Sector SPDR ETF worth $339K as of Q2 2026.
United Advisor Group sold 305 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $25.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #398 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 8 quarters since.
United Advisor Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $360K in Q1 2026.
1,244 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.