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

Independent Financial 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	$3.95M	Buy	47,576 +2,149	+5%	+$179K	0.07%	259
2026 Q1	$3.72M	Buy	45,427 +1,558	+4%	+$131K	0.08%	234
2025 Q4	$3.41M	Sell	43,869 -21,570	-33%	-$1.68M	0.08%	243
2025 Q3	$5.13M	Sell	65,439 -8,019	-11%	-$648K	0.12%	149
2025 Q2	$5.95M	Sell	73,458 -2,823	-4%	-$229K	0.16%	119
2025 Q1	$6.23M	Buy	76,281 +38,566	+102%	+$3.08M	0.21%	87
2024 Q4	$2.96M	Buy	37,715 +4,231	+13%	+$344K	0.1%	201
2024 Q3	$2.78M	Sell	33,484 -791	-2%	-$63.5K	0.1%	207
2024 Q2	$2.62M	Sell	34,275 -15,143	-31%	-$1.16M	0.11%	182
2024 Q1	$3.77M	Sell	49,418 -1,683	-3%	-$124K	0.17%	123
2023 Q4	$3.68M	Buy	51,101 +19,798	+63%	+$1.37M	0.2%	113
2023 Q3	$2.15M	Buy	31,303 +2,871	+10%	+$210K	0.14%	163
2023 Q2	$2.11M	Buy	28,432 +7,582	+36%	+$569K	0.15%	152
2023 Q1	$1.56M	Buy	20,850 +5,788	+38%	+$423K	0.12%	184
2022 Q4	$1.12M	Sell	15,062 -2,080	-12%	-$152K	0.1%	212
2022 Q3	$1.14M	Buy	17,142 +3,977	+30%	+$291K	0.1%	194
2022 Q2	$950K	Buy	13,165 +3,685	+39%	+$277K	0.1%	230
2022 Q1	$719K	Buy	9,480 +3,171	+50%	+$239K	0.06%	337
2021 Q4	$486K	Buy	6,309 +1,044	+20%	+$75.7K	0.04%	427
2021 Q3	$362K	Buy	5,265 +341	+7%	+$24.3K	0.04%	464
2021 Q2	$345K	Buy	4,924 +31	+0.6%	+$2.17K	0.04%	489
2021 Q1	$334K	Buy	4,893 +510	+12%	+$33.5K	0.04%	436
2020 Q4	$296K	Buy	4,383 +235	+6%	+$15.5K	0.04%	425
2020 Q3	$266K	Sell	4,148 -75	-2%	-$4.74K	0.05%	374
2020 Q2	$248K	Sell	4,223 -58	-1%	-$3.38K	0.05%	360
2020 Q1	$233K	Buy	+4,281	New	+$260K	0.07%	300

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

Independent Financial Group's XLP Position: Q2 2026 in Review

Independent Financial Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 4.7% in Q2 2026, buying an estimated $179K and bringing the position to 47,576 shares worth $3.95M. The position accounts for 0.07% of the portfolio, ranked #259.

Independent Financial Group first reported a position in XLP in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.23M in Q1 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Independent Financial Group held 47,576 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.95M as of Q2 2026.
Independent Financial Group bought 2,149 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $179K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #259 holding.
Independent Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.23M in Q1 2025.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.