United Asset Strategies’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

United Asset Strategies’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	$8.52M	Sell	102,506 -31,350	-23%	-$2.62M	0.6%	47
2026 Q1	$11M	Buy	133,856 +8,498	+7%	+$716K	0.87%	39
2025 Q4	$9.74M	Buy	125,358 +27,215	+28%	+$2.12M	0.75%	42
2025 Q3	$7.69M	Buy	98,143 +1,864	+2%	+$151K	0.62%	48
2025 Q2	$7.8M	Sell	96,279 -1,581	-2%	-$128K	0.67%	49
2025 Q1	$7.99M	Sell	97,860 -669	-0.7%	-$53.4K	0.74%	47
2024 Q4	$7.75M	Buy	98,529 +852	+0.9%	+$69.2K	0.71%	45
2024 Q3	$8.11M	Buy	97,677 +3,811	+4%	+$306K	0.76%	41
2024 Q2	$7.19M	Buy	93,866 +872	+0.9%	+$66.5K	0.71%	46
2024 Q1	$7.1M	Sell	92,994 -27,825	-23%	-$2.06M	0.71%	47
2023 Q4	$8.7M	Buy	120,819 +69,506	+135%	+$4.81M	0.98%	38
2023 Q3	$3.53M	Buy	51,313 +26,392	+106%	+$1.93M	0.46%	60
2023 Q2	$1.85M	Buy	24,921 +7,995	+47%	+$600K	0.23%	94
2023 Q1	$1.15M	Sell	16,926 -8,443	-33%	-$618K	0.15%	128
2022 Q4	$1.89M	Sell	25,369 -9,277	-27%	-$676K	0.26%	82
2022 Q3	$2.31M	Buy	34,646 +17,160	+98%	+$1.26M	0.36%	67
2022 Q2	$1.26M	Buy	17,486 +1,377	+9%	+$103K	0.18%	102
2022 Q1	$1.22M	Sell	16,109 -10,154	-39%	-$765K	0.16%	117
2021 Q4	$2.02M	Buy	26,263 +11,691	+80%	+$847K	0.24%	75
2021 Q3	$1M	Sell	14,572 -7,041	-33%	-$502K	0.13%	122
2021 Q2	$1.51M	Buy	21,613 +1,381	+7%	+$96.7K	0.2%	90
2021 Q1	$1.38M	Sell	20,232 -38,262	-65%	-$2.52M	0.2%	88
2020 Q4	$3.94M	Sell	58,494 -116,705	-67%	-$7.71M	0.62%	50
2020 Q3	$11.2M	Sell	175,199 -4,440	-2%	-$280K	2.07%	12
2020 Q2	$10.5M	Sell	179,639 -8,267	-4%	-$483K	2.08%	10
2020 Q1	$10.2M	Sell	187,906 -3,248	-2%	-$197K	2.54%	5
2019 Q4	$12M	Sell	191,154 -11,167	-6%	-$688K	2.34%	6
2019 Q3	$12.4M	Buy	202,321 +11,601	+6%	+$697K	2.72%	3
2019 Q2	$11.1M	Sell	190,720 -31,173	-14%	-$1.78M	2.54%	4
2019 Q1	$12.4M	Buy	221,893 +23,768	+12%	+$1.27M	2.93%	2
2018 Q4	$10.1M	Sell	198,125 -37,671	-16%	-$2.04M	2.75%	5
2018 Q3	$12.7M	Buy	235,796 +6,103	+3%	+$327K	2.99%	2
2018 Q2	$11.8M	Buy	229,693 +34,563	+18%	+$1.76M	3.13%	2
2018 Q1	$10.3M	Sell	195,130 -25,640	-12%	-$1.41M	3.03%	3
2017 Q4	$12.6M	Buy	+220,770	New	+$12.1M	3.37%	2
2017 Q3	–	Sell	-94,931	Closed	-$5.22M	–	178
2017 Q2	$5.22M	Sell	94,931 -2,299	-2%	-$128K	1.55%	22
2017 Q1	$5.31M	Buy	97,230 +2,756	+3%	+$148K	1.62%	20
2016 Q4	$4.88M	Sell	94,474 -76,356	-45%	-$3.96M	1.59%	19
2016 Q3	$9.09M	Buy	170,830 +17,748	+12%	+$967K	3.18%	4
2016 Q2	$8.44M	Buy	153,082 +30,084	+24%	+$1.6M	3.17%	3
2016 Q1	$6.53M	Buy	122,998 +4,108	+3%	+$209K	2.91%	7
2015 Q4	$6M	Buy	118,890 +24,194	+26%	+$1.2M	2.6%	6
2015 Q3	$4.47M	Sell	94,696 -10,513	-10%	-$511K	2.06%	14
2015 Q2	$5.01M	Sell	105,209 -20,278	-16%	-$990K	2.24%	9
2015 Q1	$6.07M	Buy	125,487 +4,675	+4%	+$230K	2.82%	3
2014 Q4	$5.86M	Buy	120,812 +7,268	+6%	+$344K	2.5%	4
2014 Q3	$5.12M	Buy	113,544 +4,483	+4%	+$201K	2.3%	6
2014 Q2	$4.87M	Buy	109,061 +11,122	+11%	+$492K	2.35%	10
2014 Q1	$4.22M	Buy	+97,939	New	+$4.11M	2.39%	11
2013 Q4	–	Sell	-83,538	Closed	-$3.33M	–	99
2013 Q3	$3.33M	Buy	83,538 +8,514	+11%	+$347K	2.11%	11
2013 Q2	$2.98M	Buy	+75,024	New	+$3.05M	1.96%	11

Other funds holding XLP

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

United Asset Strategies's XLP Position: Q2 2026 in Review

United Asset Strategies reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 23% in Q2 2026, selling an estimated $2.62M and leaving 102,506 shares worth $8.52M. The position accounts for 0.6% of the portfolio, ranked #47.

United Asset Strategies first reported a position in XLP in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.7M in Q3 2018. 342 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

United Asset Strategies held 102,506 shares of State Street Consumer Staples Select Sector SPDR ETF worth $8.52M as of Q2 2026.
United Asset Strategies sold 31,350 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2.62M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.6% of United Asset Strategies's portfolio in Q2 2026, its #47 holding.
United Asset Strategies first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
United Asset Strategies's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12.7M in Q3 2018.
342 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.