Fiduciary Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Fiduciary 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	$2.7M	Buy	32,470 +167	+0.5%	+$13.9K	0.21%	95
2026 Q1	$2.65M	Buy	32,303 +2,355	+8%	+$198K	0.23%	90
2025 Q4	$2.33M	Buy	29,948 +10,635	+55%	+$830K	0.2%	98
2025 Q3	$1.51M	Buy	19,313 +1,495	+8%	+$121K	0.13%	129
2025 Q2	$1.44M	Buy	17,818 +130	+0.7%	+$10.5K	0.14%	132
2025 Q1	$1.44M	Buy	17,688 +3,059	+21%	+$244K	0.14%	127
2024 Q4	$1.15M	Buy	14,629 +1,568	+12%	+$127K	0.12%	137
2024 Q3	$1.08M	Buy	13,061 +516	+4%	+$41.4K	0.11%	138
2024 Q2	$961K	Buy	12,545 +1,361	+12%	+$104K	0.1%	143
2024 Q1	$854K	Buy	11,184 +834	+8%	+$61.7K	0.09%	148
2023 Q4	$746K	Buy	10,350 +6,949	+204%	+$481K	0.09%	148
2023 Q3	$234K	Buy	+3,401	New	+$249K	0.03%	224
2023 Q2	–	Sell	-2,873	Closed	-$215K	–	245
2023 Q1	$215K	Sell	2,873 -67	-2%	-$4.9K	0.03%	225
2022 Q4	$219K	Buy	2,940 +2	+0.1%	+$146	0.03%	215
2022 Q3	$216K	Buy	+2,938	New	+$215K	0.03%	228

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

Fiduciary Group's XLP Position: Q2 2026 in Review

Fiduciary Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.52% in Q2 2026, buying an estimated $13.9K and bringing the position to 32,470 shares worth $2.7M. The position accounts for 0.21% of the portfolio, ranked #95.

Fiduciary Group first reported a position in XLP in Q3 2022 and has held it in 15 quarters since. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Fiduciary Group held 32,470 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.7M as of Q2 2026.
Fiduciary Group bought 167 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $13.9K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.21% of Fiduciary Group's portfolio in Q2 2026, its #95 holding.
Fiduciary Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.