D.J. St. Germain’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

D.J. St. Germain’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	$4.87M	Sell	58,684 -6,457	-10%	-$539K	0.18%	97
2026 Q1	$5.34M	Sell	65,141 -2,244	-3%	-$189K	0.21%	88
2025 Q4	$5.23M	Buy	67,385 +67,210	+38,406%	+$5.25M	0.2%	89
2025 Q3	$13.7K	Hold	175	–	–	﹤0.01%	613
2025 Q2	$14.2K	Hold	175	–	–	﹤0.01%	621
2025 Q1	$14.3K	Sell	175 -65	-27%	-$5.19K	﹤0.01%	529
2024 Q4	$18.9K	Buy	240 +175	+269%	+$14.2K	﹤0.01%	530
2024 Q3	$5.39K	Hold	65	–	–	﹤0.01%	606
2024 Q2	$4.98K	Hold	65	–	–	﹤0.01%	613
2024 Q1	$4.96K	Hold	65	–	–	﹤0.01%	610
2023 Q4	$4.68K	Hold	65	–	–	﹤0.01%	619
2023 Q3	$4.47K	Hold	65	–	–	﹤0.01%	596
2023 Q2	$4.82K	Buy	+65	New	+$4.88K	﹤0.01%	592

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

AAG

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

MATAURO New York $756M AUM 20.74% 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

D.J. St. Germain's XLP Position: Q2 2026 in Review

D.J. St. Germain reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 9.9% in Q2 2026, selling an estimated $539K and leaving 58,684 shares worth $4.87M. The position accounts for 0.18% of the portfolio, ranked #97.

D.J. St. Germain first reported a position in XLP in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.34M in Q1 2026. 266 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

D.J. St. Germain held 58,684 shares of State Street Consumer Staples Select Sector SPDR ETF worth $4.87M as of Q2 2026.
D.J. St. Germain sold 6,457 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $539K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.18% of D.J. St. Germain's portfolio in Q2 2026, its #97 holding.
D.J. St. Germain first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.34M in Q1 2026.
266 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.