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

Family Management’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	$2.41K	Hold	29	–	–	﹤0.01%	320
2026 Q1	$2.38K	Hold	29	–	–	﹤0.01%	302
2025 Q4	$2.25K	Hold	29	–	–	﹤0.01%	281
2025 Q3	$2.27K	Hold	29	–	–	﹤0.01%	254
2025 Q2	$2.35K	Hold	29	–	–	﹤0.01%	227
2025 Q1	$2.37K	Hold	29	–	–	﹤0.01%	212
2024 Q4	$2.28K	Buy	+29	New	+$2.35K	﹤0.01%	194
2023 Q1	–	Sell	-102	Closed	-$7.6K	–	185
2022 Q4	$7.6K	Buy	+102	New	+$7.43K	﹤0.01%	169

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

Family Management's XLP Position: Q2 2026 in Review

Family Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 29 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Family Management first reported a position in XLP in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.6K in Q4 2022. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Family Management held 29 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.41K as of Q2 2026.
Family Management 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 Family Management's portfolio in Q2 2026, its #320 holding.
Family Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
Family Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.6K in Q4 2022.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.