Grimes & Company’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Grimes & Company’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	$33.6M	Buy	404,057 +72,918	+22%	+$6.09M	0.73%	28
2026 Q1	$27.1M	Buy	331,139 +51,874	+19%	+$4.37M	0.75%	23
2025 Q4	$21.7M	Sell	279,265 -93,789	-25%	-$7.32M	0.52%	37
2025 Q3	$29.2M	Buy	373,054 +54,025	+17%	+$4.36M	0.72%	26
2025 Q2	$25.8M	Buy	319,029 +15,827	+5%	+$1.28M	0.7%	26
2025 Q1	$24.8M	Sell	303,202 -117,542	-28%	-$9.38M	0.77%	28
2024 Q4	$33.1M	Buy	420,744 +231,134	+122%	+$18.8M	0.95%	19
2024 Q3	$15.7M	Sell	189,610 -193,278	-50%	-$15.5M	0.43%	53
2024 Q2	$29.3M	Sell	382,888 -274,122	-42%	-$20.9M	0.88%	24
2024 Q1	$50.2M	Buy	657,010 +160,653	+32%	+$11.9M	1.54%	13
2023 Q4	$35.8M	Buy	+496,357	New	+$34.4M	1.18%	18
2022 Q3	–	Sell	-306,775	Closed	-$22.1M	–	283
2022 Q2	$22.1M	Buy	+306,775	New	+$23M	1.12%	11
2021 Q3	–	Sell	-237,717	Closed	-$16.6M	–	311
2021 Q2	$16.6M	Buy	237,717 +7,697	+3%	+$539K	0.72%	31
2021 Q1	$15.7M	Sell	230,020 -124,278	-35%	-$8.17M	0.76%	29
2020 Q4	$23.9M	Buy	354,298 +167,610	+90%	+$11.1M	1.24%	19
2020 Q3	$12M	Sell	186,688 -13,081	-7%	-$826K	0.77%	32
2020 Q2	$11.7M	Buy	+199,769	New	+$11.7M	0.81%	31
2019 Q4	–	Sell	-286,511	Closed	-$17.6M	–	277
2019 Q3	$17.6M	Sell	286,511 -4,058	-1%	-$244K	1.25%	17
2019 Q2	$16.9M	Buy	+290,569	New	+$16.6M	1.28%	20

Other funds holding XLP

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

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

Grimes & Company's XLP Position: Q2 2026 in Review

Grimes & Company increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 22% in Q2 2026, buying an estimated $6.09M and bringing the position to 404,057 shares worth $33.6M. The position accounts for 0.73% of the portfolio, ranked #28.

Grimes & Company first reported a position in XLP in Q2 2019 and has held it in 19 quarters since. The position peaked at $50.2M in Q1 2024. 536 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Grimes & Company held 404,057 shares of State Street Consumer Staples Select Sector SPDR ETF worth $33.6M as of Q2 2026.
Grimes & Company bought 72,918 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $6.09M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.73% of Grimes & Company's portfolio in Q2 2026, its #28 holding.
Grimes & Company first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and has held it in 19 quarters since.
Grimes & Company's State Street Consumer Staples Select Sector SPDR ETF position peaked at $50.2M in Q1 2024.
536 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.