D.L. Carlson Investment Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

D.L. Carlson Investment 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	$2.96M	Sell	35,667 -2,080	-6%	-$174K	0.47%	59
2026 Q1	$3.09M	Buy	37,747 +232	+0.6%	+$19.5K	0.53%	51
2025 Q4	$2.91M	Buy	37,515 +26,831	+251%	+$2.09M	0.49%	58
2025 Q3	$837K	Sell	10,684 -52	-0.5%	-$4.2K	0.14%	93
2025 Q2	$869K	Sell	10,736 -697	-6%	-$56.5K	0.16%	92
2025 Q1	$934K	Sell	11,433 -2,664	-19%	-$213K	0.18%	95
2024 Q4	$1.11M	Sell	14,097 -501	-3%	-$40.7K	0.2%	92
2024 Q3	$1.21M	Sell	14,598 -592	-4%	-$47.5K	0.22%	94
2024 Q2	$1.16M	Sell	15,190 -615	-4%	-$46.9K	0.22%	92
2024 Q1	$1.21M	Sell	15,805 -1,564	-9%	-$116K	0.24%	89
2023 Q4	$1.27M	Sell	17,369 -10,848	-38%	-$751K	0.26%	84
2023 Q3	$1.94M	Sell	28,217 -19,829	-41%	-$1.45M	0.39%	66
2023 Q2	$3.56M	Buy	48,046 +18,023	+60%	+$1.35M	0.68%	50
2023 Q1	$2.24M	Sell	30,023 -3,353	-10%	-$245K	0.51%	63
2022 Q4	$2.49M	Sell	33,376 -4,021	-11%	-$293K	0.53%	59
2022 Q3	$2.5M	Sell	37,397 -3,307	-8%	-$242K	0.54%	61
2022 Q2	$2.94M	Sell	40,704 -864	-2%	-$64.9K	0.62%	59
2022 Q1	$3.15M	Buy	41,568 +3,577	+9%	+$269K	0.52%	63
2021 Q4	$2.93M	Sell	37,991 -5,650	-13%	-$409K	0.47%	64
2021 Q3	$3M	Buy	43,641 +36,878	+545%	+$2.63M	0.52%	63
2021 Q2	$473K	Sell	6,763 -4,420	-40%	-$309K	0.08%	109
2021 Q1	$764K	Sell	11,183 -8,647	-44%	-$569K	0.14%	96
2020 Q4	$1.34M	Buy	19,830 +1,257	+7%	+$83.1K	0.24%	83
2020 Q3	$1.19M	Buy	18,573 +11,423	+160%	+$721K	0.25%	82
2020 Q2	$419K	Buy	7,150 +1,256	+21%	+$73.3K	0.12%	104
2020 Q1	$321K	Buy	+5,894	New	+$358K	0.12%	115

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

D.L. Carlson Investment Group's XLP Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.5% in Q2 2026, selling an estimated $174K and leaving 35,667 shares worth $2.96M. The position accounts for 0.47% of the portfolio, ranked #59.

D.L. Carlson Investment Group first reported a position in XLP in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.56M in Q2 2023. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

D.L. Carlson Investment Group held 35,667 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.96M as of Q2 2026.
D.L. Carlson Investment Group sold 2,080 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $174K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.47% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #59 holding.
D.L. Carlson Investment Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
D.L. Carlson Investment Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.56M in Q2 2023.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.