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 Q2	$254K	Buy	3,059 +2,001	+189%	+$167K	0.02%	297
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 $1.55T 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

IMA Advisory Services's XLP Position: Q2 2026 in Review

IMA Advisory Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 189% in Q2 2026, buying an estimated $167K and bringing the position to 3,059 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #297.

IMA Advisory Services first reported a position in XLP in Q2 2013 and has held it in 19 quarters since. The position peaked at $325K in Q1 2016. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

IMA Advisory Services held 3,059 shares of State Street Consumer Staples Select Sector SPDR ETF worth $254K as of Q2 2026.
IMA Advisory Services bought 2,001 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $167K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #297 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 19 quarters since.
IMA Advisory Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $325K in Q1 2016.
1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.