Investment Management Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Investment Management Trust’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	$673K	Sell	8,099 -3,744	-32%	-$313K	0.6%	39
2026 Q1	$971K	Buy	+11,843	New	+$997K	0.95%	28

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

Investment Management Trust's XLP Position: Q2 2026 in Review

Investment Management Trust reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 32% in Q2 2026, selling an estimated $313K and leaving 8,099 shares worth $673K. The position accounts for 0.6% of the portfolio, ranked #39.

Investment Management Trust first reported a position in XLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $971K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Investment Management Trust held 8,099 shares of State Street Consumer Staples Select Sector SPDR ETF worth $673K as of Q2 2026.
Investment Management Trust sold 3,744 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $313K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.6% of Investment Management Trust's portfolio in Q2 2026, its #39 holding.
Investment Management Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Investment Management Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $971K in Q1 2026.
1,234 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Investment Management Trust's 13F filing for Q2 2026, filed 11 Aug 2026.