Allen Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Allen Investment Management’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	$483K	Hold	5,813	–	–	0.01%	190
2026 Q1	$477K	Hold	5,813	–	–	0.01%	193
2025 Q4	$452K	Hold	5,813	–	–	0.01%	192
2025 Q3	$456K	Hold	5,813	–	–	0.01%	171
2025 Q2	$471K	Hold	5,813	–	–	0.01%	167
2025 Q1	$475K	Hold	5,813	–	–	0.01%	165
2024 Q4	$457K	Hold	5,813	–	–	0.01%	165
2024 Q3	$482K	Hold	5,813	–	–	0.01%	177
2024 Q2	$445K	Hold	5,813	–	–	0.01%	178
2024 Q1	$444K	Hold	5,813	–	–	0.01%	166
2023 Q4	$419K	Hold	5,813	–	–	0.01%	174
2023 Q3	$400K	Hold	5,813	–	–	0.01%	178
2023 Q2	$431K	Hold	5,813	–	–	0.01%	165
2023 Q1	$434K	Hold	5,813	–	–	0.01%	167
2022 Q4	$433K	Sell	5,813 -235	-4%	-$17.1K	0.01%	166
2022 Q3	$404K	Buy	6,048 +235	+4%	+$17.2K	0.01%	166
2022 Q2	$420K	Hold	5,813	–	–	0.01%	177
2022 Q1	$441K	Hold	5,813	–	–	0.01%	185
2021 Q4	$448K	Hold	5,813	–	–	0.01%	188
2021 Q3	$400K	Buy	5,813 +1,500	+35%	+$107K	0.01%	157
2021 Q2	$302K	Hold	4,313	–	–	﹤0.01%	166
2021 Q1	$295K	Hold	4,313	–	–	﹤0.01%	169
2020 Q4	$291K	Hold	4,313	–	–	﹤0.01%	165
2020 Q3	$276K	Hold	4,313	–	–	0.01%	159
2020 Q2	$253K	Hold	4,313	–	–	0.01%	157
2020 Q1	$235K	Hold	4,313	–	–	0.01%	161
2019 Q4	$272K	Hold	4,313	–	–	0.01%	159
2019 Q3	$265K	Hold	4,313	–	–	0.01%	174
2019 Q2	$250K	Hold	4,313	–	–	0.01%	183
2019 Q1	$242K	Buy	+4,313	New	+$231K	0.01%	182
2017 Q3	–	Sell	-10,587	Closed	-$582K	–	227
2017 Q2	$582K	Hold	10,587	–	–	0.03%	140
2017 Q1	$578K	Hold	10,587	–	–	0.03%	133
2016 Q4	$547K	Hold	10,587	–	–	0.03%	137
2016 Q3	$563K	Hold	10,587	–	–	0.04%	122
2016 Q2	$584K	Hold	10,587	–	–	0.04%	124
2016 Q1	$562K	Buy	+10,587	New	+$538K	0.04%	125

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

Allen Investment Management's XLP Position: Q2 2026 in Review

Allen Investment Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 5,813 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #190.

Allen Investment Management first reported a position in XLP in Q1 2016 and has held it in 36 quarters since. The position peaked at $584K in Q2 2016. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Allen Investment Management held 5,813 shares of State Street Consumer Staples Select Sector SPDR ETF worth $483K as of Q2 2026.
Allen Investment Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #190 holding.
Allen Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2016 and has held it in 36 quarters since.
Allen Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $584K in Q2 2016.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.