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

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

Annex Advisory Services's XLP Position: Q2 2026 in Review

Annex Advisory Services reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.2% in Q2 2026, selling an estimated $397K and leaving 145,280 shares worth $12.1M. The position accounts for 0.21% of the portfolio, ranked #76.

Annex Advisory Services first reported a position in XLP in Q2 2013 and has held it in 8 quarters since. The position peaked at $12.3M in Q1 2026. 1,239 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Annex Advisory Services held 145,280 shares of State Street Consumer Staples Select Sector SPDR ETF worth $12.1M as of Q2 2026.
Annex Advisory Services sold 4,752 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $397K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.21% of Annex Advisory Services's portfolio in Q2 2026, its #76 holding.
Annex Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 8 quarters since.
Annex Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12.3M in Q1 2026.
1,239 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.