Belpointe Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Belpointe Asset 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	$1.26M	Buy	15,117 +127	+0.8%	+$10.6K	0.04%	420
2026 Q1	$1.23M	Sell	14,990 -3,308	-18%	-$279K	0.04%	381
2025 Q4	$1.42M	Buy	18,298 +5,722	+45%	+$447K	0.05%	314
2025 Q3	$986K	Buy	12,576 +122	+1%	+$9.86K	0.04%	410
2025 Q2	$1.01M	Sell	12,454 -1,918	-13%	-$156K	0.04%	353
2025 Q1	$1.17M	Buy	14,372 +3,274	+30%	+$261K	0.06%	298
2024 Q4	$914K	Sell	11,098 -2,012	-15%	-$163K	0.06%	343
2024 Q3	$1.09M	Buy	13,110 +8,265	+171%	+$664K	0.07%	290
2024 Q2	$371K	Sell	4,845 -2,497	-34%	-$190K	0.03%	524
2024 Q1	$561K	Sell	7,342 -373	-5%	-$27.6K	0.04%	410
2023 Q4	$556K	Buy	7,715 +3,720	+93%	+$258K	0.05%	341
2023 Q3	$275K	Sell	3,995 -6,160	-61%	-$451K	0.03%	504
2023 Q2	$753K	Sell	10,155 -51,331	-83%	-$3.85M	0.08%	238
2023 Q1	$4.59M	Buy	61,486 +47,542	+341%	+$3.48M	0.25%	68
2022 Q4	$1.04M	Sell	13,944 -8,775	-39%	-$639K	0.06%	313
2022 Q3	$1.51M	Buy	22,719 +5,753	+34%	+$422K	0.1%	214
2022 Q2	$1.22M	Sell	16,966 -7,648	-31%	-$574K	0.08%	254
2022 Q1	$1.87M	Sell	24,614 -28,636	-54%	-$2.16M	0.11%	188
2021 Q4	$4.11M	Sell	53,250 -62,613	-54%	-$4.54M	0.26%	85
2021 Q3	$7.98M	Buy	115,863 +98,377	+563%	+$7.01M	0.54%	25
2021 Q2	$1.22M	Sell	17,486 -6,228	-26%	-$436K	0.09%	250
2021 Q1	$1.62M	Sell	23,714 -39,744	-63%	-$2.61M	0.14%	162
2020 Q4	$4.28M	Buy	63,458 +53,784	+556%	+$3.55M	0.38%	49
2020 Q3	$621K	Sell	9,674 -1,233	-11%	-$77.9K	0.07%	290
2020 Q2	$639K	Sell	10,907 -1,908	-15%	-$111K	0.08%	247
2020 Q1	$698K	Sell	12,815 -5,171	-29%	-$314K	0.12%	197
2019 Q4	$1.13M	Sell	17,986 -1,506	-8%	-$92.8K	0.14%	159
2019 Q3	$1.2M	Buy	19,492 +2,606	+15%	+$157K	0.19%	125
2019 Q2	$981K	Buy	+16,886	New	+$967K	0.19%	117
2019 Q1	–	Sell	-13,519	Closed	-$686K	–	598
2018 Q4	$686K	Buy	13,519 +1,238	+10%	+$67.2K	0.17%	125
2018 Q3	$662K	Buy	12,281 +6,476	+112%	+$348K	0.1%	193
2018 Q2	$299K	Buy	+5,805	New	+$295K	0.08%	265
2018 Q1	–	Sell	-13,157	Closed	-$749K	–	495
2017 Q4	$749K	Buy	13,157 +7,202	+121%	+$396K	0.16%	136
2017 Q3	$321K	Buy	+5,955	New	+$327K	0.08%	301

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

Belpointe Asset Management's XLP Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.85% in Q2 2026, buying an estimated $10.6K and bringing the position to 15,117 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #420.

Belpointe Asset Management first reported a position in XLP in Q3 2017 and has held it in 34 quarters since. The position peaked at $7.98M in Q3 2021. 570 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Belpointe Asset Management held 15,117 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.26M as of Q2 2026.
Belpointe Asset Management bought 127 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #420 holding.
Belpointe Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2017 and has held it in 34 quarters since.
Belpointe Asset Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.98M in Q3 2021.
570 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.