IMA Advisory Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

IMA Advisory Services’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 Q1	$86.7K	Hold	1,058	–	–	0.01%	222
2025 Q4	$82.2K	Hold	1,058	–	–	0.01%	222
2025 Q3	$82.9K	Hold	1,058	–	–	0.01%	206
2025 Q2	$85.7K	Hold	1,058	–	–	0.01%	196
2025 Q1	$86.4K	Buy	+1,058	New	+$84.4K	0.01%	201
2018 Q3	–	Sell	-37	Closed	-$2K	–	475
2018 Q2	$2K	Buy	+37	New	+$1.88K	﹤0.01%	406
2016 Q2	–	Sell	-6,120	Closed	-$325K	–	114
2016 Q1	$325K	Hold	6,120	–	–	0.19%	88
2015 Q4	$309K	Hold	6,120	–	–	0.19%	95
2015 Q3	$289K	Hold	6,120	–	–	0.18%	94
2015 Q2	$291K	Sell	6,120 -480	-7%	-$23.4K	0.14%	121
2015 Q1	$322K	Hold	6,600	–	–	0.16%	117
2014 Q4	$320K	Hold	6,600	–	–	0.17%	116
2014 Q3	$298K	Sell	6,600 -230	-3%	-$10.3K	0.14%	137
2014 Q2	$305K	Sell	6,830 -280	-4%	-$12.4K	0.14%	139
2014 Q1	$306K	Hold	7,110	–	–	0.14%	132
2013 Q4	$306K	Buy	7,110 +1,780	+33%	+$75.1K	0.15%	132
2013 Q3	$212K	Sell	5,330 -1,450	-21%	-$59.1K	0.1%	149
2013 Q2	$269K	Buy	+6,780	New	+$276K	0.15%	139

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IMA Advisory Services's XLP Position: Q1 2026 in Review

IMA Advisory Services held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 1,058 shares worth $86.7K. The position accounts for 0.01% of the portfolio, ranked #222.

IMA Advisory Services first reported a position in XLP in Q2 2013 and has held it in 18 quarters since. The position peaked at $325K in Q1 2016. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

IMA Advisory Services held 1,058 shares of State Street Consumer Staples Select Sector SPDR ETF worth $86.7K as of Q1 2026.
IMA Advisory Services left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #222 holding.
IMA Advisory Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 18 quarters since.
IMA Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $325K in Q1 2016.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.