Colony Family Offices’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Colony Family Offices’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	$1.23M	Hold	14,866	–	–	0.27%	34
2026 Q1	$1.22M	Hold	14,866	–	–	0.3%	33
2025 Q4	$1.15M	Hold	14,866	–	–	0.29%	33
2025 Q3	$1.17M	Hold	14,866	–	–	0.3%	35
2025 Q2	$1.2M	Sell	14,866 -51	-0.3%	-$4.14K	0.31%	33
2025 Q1	$1.22M	Sell	14,917 -1,377	-8%	-$110K	0.38%	31
2024 Q4	$1.28M	Hold	16,294	–	–	0.4%	33
2024 Q3	$1.35M	Buy	16,294 +51	+0.3%	+$4.09K	0.42%	34
2024 Q2	$1.24M	Hold	16,243	–	–	0.4%	36
2024 Q1	$1.24M	Hold	16,243	–	–	0.4%	36
2023 Q4	$1.17M	Buy	+16,243	New	+$1.13M	0.4%	34

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

Colony Family Offices's XLP Position: Q2 2026 in Review

Colony Family Offices held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 14,866 shares worth $1.23M. The position accounts for 0.27% of the portfolio, ranked #34.

Colony Family Offices first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q3 2024. 1,234 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Colony Family Offices held 14,866 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.23M as of Q2 2026.
Colony Family Offices left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.27% of Colony Family Offices's portfolio in Q2 2026, its #34 holding.
Colony Family Offices first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Colony Family Offices's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.35M in Q3 2024.
1,234 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.