Calton & Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Calton & Associates’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	$1.16M	Sell	14,003 -1,740	-11%	-$145K	0.17%	114
2026 Q1	$1.29M	Buy	15,743 +13	+0.1%	+$1.09K	0.19%	110
2025 Q4	$1.22M	Buy	15,730 +2,052	+15%	+$160K	0.18%	111
2025 Q3	$1.07M	Buy	13,678 +754	+6%	+$60.9K	0.16%	117
2025 Q2	$1.05M	Sell	12,924 -38	-0.3%	-$3.08K	0.18%	102
2025 Q1	$1.06M	Buy	12,962 +3,483	+37%	+$278K	0.24%	84
2024 Q4	$745K	Buy	+9,479	New	+$770K	0.33%	75
2022 Q2	–	Sell	-6,866	Closed	-$521K	–	361
2022 Q1	$521K	Buy	+6,866	New	+$517K	0.15%	159
2018 Q1	–	Sell	-1,243	Closed	-$72K	–	1293
2017 Q4	$72K	Buy	+1,243	New	+$68.3K	0.02%	565

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

Calton & Associates's XLP Position: Q2 2026 in Review

Calton & Associates reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 11% in Q2 2026, selling an estimated $145K and leaving 14,003 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #114.

Calton & Associates first reported a position in XLP in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Calton & Associates held 14,003 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.16M as of Q2 2026.
Calton & Associates sold 1,740 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $145K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.17% of Calton & Associates's portfolio in Q2 2026, its #114 holding.
Calton & Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 9 quarters since.
Calton & Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.29M in Q1 2026.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.