Community Financial Services Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Community Financial Services 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	$20.8K	Hold	250	–	–	﹤0.01%	307
2026 Q1	$20.4K	Buy	+250	New	+$21.1K	﹤0.01%	257
2015 Q4	–	Sell	-435	Closed	-$21K	–	237
2015 Q3	$21K	Hold	435	–	–	0.01%	179
2015 Q2	$21K	Sell	435 -300	-41%	-$14.7K	0.01%	186
2015 Q1	$36K	Buy	735 +300	+69%	+$14.7K	0.02%	155
2014 Q4	$21K	Hold	435	–	–	0.01%	189
2014 Q3	$20K	Hold	435	–	–	0.01%	172
2014 Q2	$19K	Buy	+435	New	+$19.2K	0.01%	168

Other funds holding XLP

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

Community Financial Services Group's XLP Position: Q2 2026 in Review

Community Financial Services Group held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 250 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Community Financial Services Group first reported a position in XLP in Q2 2014 and has held it in 8 quarters since. The position peaked at $36K in Q1 2015. 250 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Community Financial Services Group held 250 shares of State Street Consumer Staples Select Sector SPDR ETF worth $20.8K as of Q2 2026.
Community Financial Services Group 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 ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #307 holding.
Community Financial Services Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2014 and has held it in 8 quarters since.
Community Financial Services Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $36K in Q1 2015.
250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.