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
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: Q1 2026 in Review

Waverly Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 35% in Q1 2026, buying an estimated $2.36M and bringing the position to 109,183 shares worth $8.95M. The position accounts for 0.07% of the portfolio, ranked #284.

Waverly Advisors first reported a position in XLP in Q1 2024 and has held it in 9 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Waverly Advisors held 109,183 shares of State Street Consumer Staples Select Sector SPDR ETF worth $8.95M as of Q1 2026.
  • Waverly Advisors bought 28,062 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $2.36M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #284 holding.
  • Waverly Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.