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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.24M Sell
75,117
-34,066
-31% -$2.85M 0.04% 387
2026
Q1
$8.95M Buy
109,183
+28,062
+35% +$2.36M 0.07% 284
2025
Q4
$6.3M Buy
81,121
+8,548
+12% +$667K 0.05% 328
2025
Q3
$5.69M Buy
72,573
+4,214
+6% +$340K 0.06% 300
2025
Q2
$5.54M Buy
68,359
+8,381
+14% +$680K 0.06% 289
2025
Q1
$4.9M Buy
59,978
+2,103
+4% +$168K 0.06% 301
2024
Q4
$4.55M Buy
57,875
+11,845
+26% +$962K 0.07% 233
2024
Q3
$3.82M Sell
46,030
-146
-0.3% -$11.7K 0.07% 226
2024
Q2
$3.54M Sell
46,176
-610
-1% -$46.5K 0.07% 230
2024
Q1
$3.57M Buy
+46,786
New +$3.46M 0.08% 183

Other funds holding XLP

Waverly Advisors's XLP Position: Q2 2026 in Review

Waverly Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 31% in Q2 2026, selling an estimated $2.85M and leaving 75,117 shares worth $6.24M. The position accounts for 0.04% of the portfolio, ranked #387.

Waverly Advisors first reported a position in XLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.95M in Q1 2026. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Waverly Advisors held 75,117 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.24M as of Q2 2026.
  • Waverly Advisors sold 34,066 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2.85M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #387 holding.
  • Waverly Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Waverly Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.95M in Q1 2026.
  • 1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.