Annex Advisory Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Annex Advisory Services’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	$12.1M	Sell	145,280 -4,752	-3%	-$397K	0.21%	76
2026 Q1	$12.3M	Buy	150,032 +14,514	+11%	+$1.22M	0.23%	76
2025 Q4	$10.5M	Buy	+135,518	New	+$10.6M	0.2%	83
2022 Q3	–	Sell	-4,376	Closed	-$316K	–	267
2022 Q2	$316K	Buy	+4,376	New	+$328K	0.02%	181
2019 Q2	–	Sell	-3,597	Closed	-$202K	–	132
2019 Q1	$202K	Buy	+3,597	New	+$192K	0.03%	121
2014 Q1	–	Sell	-11,706	Closed	-$503K	–	97
2013 Q4	$503K	Sell	11,706 -16,456	-58%	-$694K	0.19%	47
2013 Q3	$1.12M	Sell	28,162 -18,702	-40%	-$762K	0.52%	33
2013 Q2	$1.86M	Buy	+46,864	New	+$1.91M	1.03%	21

Other funds holding XLP

Trust Asset Management Houston, Texas $726M AUM 22.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return