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

IMZ Advisory’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 		$11.6M Buy
139,248
+17,667
+15% +$1.48M 3.66% 8
2026
Q1 		$9.97M Sell
121,581
-2,790
-2% -$235K 3.77% 8
2025
Q4 		$9.66M Sell
124,371
-4,318
-3% -$337K 3.54% 8
2025
Q3 		$10.1M Sell
128,689
-3,513
-3% -$284K 3.75% 8
2025
Q2 		$10.7M Buy
132,202
+31,751
+32% +$2.58M 4.28% 8
2025
Q1 		$8.2M Sell
100,451
-5,136
-5% -$410K 3.72% 9
2024
Q4 		$8.3M Buy
105,587
+4,840
+5% +$393K 3.79% 8
2024
Q3 		$8.21M Sell
100,747
-9,237
-8% -$742K 3.8% 8
2024
Q2 		$8.42M Sell
109,984
-7,711
-7% -$588K 4.2% 8
2024
Q1 		$8.99M Sell
117,695
-2,879
-2% -$213K 4.63% 8
2023
Q4 		$8.84M Buy
+120,574
New +$8.35M 4.76% 8

Other funds holding XLP

CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

IMZ Advisory's XLP Position: Q2 2026 in Review

IMZ Advisory increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 15% in Q2 2026, buying an estimated $1.48M and bringing the position to 139,248 shares worth $11.6M. The position accounts for 3.66% of the portfolio, ranked #8.

IMZ Advisory first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • IMZ Advisory held 139,248 shares of State Street Consumer Staples Select Sector SPDR ETF worth $11.6M as of Q2 2026.
  • IMZ Advisory bought 17,667 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $1.48M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 3.66% of IMZ Advisory's portfolio in Q2 2026, its #8 holding.
  • IMZ Advisory first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 301 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.