Bollard Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bollard Group’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	$94K	Buy	1,137 +4	+0.4%	+$334	﹤0.01%	207
2026 Q1	$93K	Buy	1,133 +3	+0.3%	+$253	﹤0.01%	210
2025 Q4	$88K	Buy	1,130 +5	+0.4%	+$390	﹤0.01%	211
2025 Q3	$88K	Buy	1,125 +4	+0.4%	+$323	﹤0.01%	192
2025 Q2	$91K	Buy	1,121 +4	+0.4%	+$325	﹤0.01%	204
2025 Q1	$91K	Buy	1,117 +3	+0.3%	+$239	﹤0.01%	192
2024 Q4	$88K	Buy	1,114 +4	+0.4%	+$325	﹤0.01%	196
2024 Q3	$92K	Buy	1,110 +3	+0.3%	+$241	﹤0.01%	211
2024 Q2	$85K	Buy	1,107 +4	+0.4%	+$305	﹤0.01%	206
2024 Q1	$84K	Buy	1,103 +4	+0.4%	+$296	﹤0.01%	206
2023 Q4	$79K	Buy	1,099 +4	+0.4%	+$277	﹤0.01%	204
2023 Q3	$75K	Buy	1,095 +4	+0.4%	+$293	﹤0.01%	197
2023 Q2	$81K	Buy	1,091 +3	+0.3%	+$225	﹤0.01%	200
2023 Q1	$81K	Buy	1,088 +3	+0.3%	+$219	﹤0.01%	199
2022 Q4	$81K	Buy	1,085 +4	+0.4%	+$291	﹤0.01%	193
2022 Q3	$72K	Buy	1,081 +3	+0.3%	+$220	﹤0.01%	201
2022 Q2	$78K	Buy	1,078 +4	+0.4%	+$300	﹤0.01%	213
2022 Q1	$82K	Buy	1,074 +2	+0.2%	+$151	﹤0.01%	301
2021 Q4	$83K	Buy	1,072 +3	+0.3%	+$217	﹤0.01%	310
2021 Q3	$74K	Buy	1,069 +4	+0.4%	+$285	﹤0.01%	313
2021 Q2	$75K	Buy	1,065 +6	+0.6%	+$420	﹤0.01%	312
2021 Q1	$72K	Buy	1,059 +6	+0.6%	+$395	﹤0.01%	317
2020 Q4	$71K	Buy	1,053 +3	+0.3%	+$198	﹤0.01%	305
2020 Q3	$67K	Buy	1,050 +2	+0.2%	+$126	﹤0.01%	296
2020 Q2	$61K	Buy	1,048 +3	+0.3%	+$175	﹤0.01%	316
2020 Q1	$57K	Buy	1,045 +2	+0.2%	+$121	﹤0.01%	171
2019 Q4	$66K	Buy	1,043 +8	+0.8%	+$493	﹤0.01%	184
2019 Q3	$64K	Buy	1,035 +6	+0.6%	+$361	﹤0.01%	187
2019 Q2	$60K	Buy	1,029 +8	+0.8%	+$458	﹤0.01%	208
2019 Q1	$57K	Buy	1,021 +6	+0.6%	+$321	﹤0.01%	206
2018 Q4	$52K	Buy	1,015 +9	+0.9%	+$488	﹤0.01%	205
2018 Q3	$54K	Buy	1,006 +7	+0.7%	+$376	﹤0.01%	213
2018 Q2	$51K	Buy	999 +8	+0.8%	+$406	﹤0.01%	209
2018 Q1	$52K	Buy	991 +6	+0.6%	+$331	﹤0.01%	210
2017 Q4	$56K	Buy	985 +7	+0.7%	+$385	﹤0.01%	202
2017 Q3	$53K	Buy	978 +6	+0.6%	+$330	﹤0.01%	212
2017 Q2	$53K	Buy	972 +7	+0.7%	+$389	﹤0.01%	221
2017 Q1	$53K	Buy	965 +6	+0.6%	+$322	﹤0.01%	221
2016 Q4	$50K	Buy	959 +7	+0.7%	+$363	﹤0.01%	223
2016 Q3	$51K	Buy	+952	New	+$51.9K	﹤0.01%	216

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

Bollard Group's XLP Position: Q2 2026 in Review

Bollard Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.35% in Q2 2026, buying an estimated $334 and bringing the position to 1,137 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Bollard Group first reported a position in XLP in Q3 2016 and has held it in 40 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Bollard Group held 1,137 shares of State Street Consumer Staples Select Sector SPDR ETF worth $94K as of Q2 2026.
Bollard Group bought 4 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $334.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #207 holding.
Bollard Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.