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

AMI 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	$2.49M	Sell	29,942 -882	-3%	-$73.7K	0.53%	42
2026 Q1	$2.53M	Sell	30,824 -167	-0.5%	-$14.1K	0.57%	39
2025 Q4	$2.41M	Buy	30,991 +2,526	+9%	+$197K	0.54%	40
2025 Q3	$2.23M	Buy	28,465 +5,542	+24%	+$448K	0.52%	43
2025 Q2	$1.86M	Buy	22,923 +2,569	+13%	+$208K	0.48%	46
2025 Q1	$1.66M	Buy	20,354 +1,158	+6%	+$92.4K	0.54%	43
2024 Q4	$1.51M	Buy	19,196 +11,544	+151%	+$937K	0.49%	43
2024 Q3	$635K	Buy	7,652 +82	+1%	+$6.58K	0.22%	51
2024 Q2	$580K	Sell	7,570 -228	-3%	-$17.4K	0.2%	52
2024 Q1	$595K	Sell	7,798 -57	-0.7%	-$4.21K	0.22%	52
2023 Q4	$566K	Sell	7,855 -77	-1%	-$5.33K	0.23%	51
2023 Q3	$546K	Sell	7,932 -879	-10%	-$64.3K	0.25%	50
2023 Q2	$654K	Buy	8,811 +158	+2%	+$11.9K	0.29%	48
2023 Q1	$646K	Sell	8,653 -69	-0.8%	-$5.05K	0.3%	46
2022 Q4	$650K	Buy	+8,722	New	+$636K	0.33%	48

Other funds holding XLP

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

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

AMI Investment Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.9% in Q2 2026, selling an estimated $73.7K and leaving 29,942 shares worth $2.49M. The position accounts for 0.53% of the portfolio, ranked #42.

AMI Investment Management first reported a position in XLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q1 2026. 570 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

AMI Investment Management held 29,942 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.49M as of Q2 2026.
AMI Investment Management sold 882 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $73.7K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.53% of AMI Investment Management's portfolio in Q2 2026, its #42 holding.
AMI Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
AMI Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.53M in Q1 2026.
570 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on AMI Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.