M.E. Allison & Co’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

M.E. Allison & Co’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	$339K	Buy	4,081 +1	+0%	+$84	0.2%	129
2026 Q1	$334K	Buy	4,080 +96	+2%	+$8.09K	0.22%	121
2025 Q4	$309K	Buy	3,984 +194	+5%	+$15.1K	0.21%	124
2025 Q3	$297K	Buy	3,790 +196	+5%	+$15.8K	0.21%	134
2025 Q2	$291K	Buy	3,594 +1	+0%	+$81	0.23%	120
2025 Q1	$293K	Buy	3,593 +156	+5%	+$12.5K	0.29%	103
2024 Q4	$270K	Buy	+3,437	New	+$279K	0.3%	99

Other funds holding XLP

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

M.E. Allison & Co's XLP Position: Q2 2026 in Review

M.E. Allison & Co increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.02% in Q2 2026, buying an estimated $84 and bringing the position to 4,081 shares worth $339K. The position accounts for 0.2% of the portfolio, ranked #129.

M.E. Allison & Co first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. 209 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

M.E. Allison & Co held 4,081 shares of State Street Consumer Staples Select Sector SPDR ETF worth $339K as of Q2 2026.
M.E. Allison & Co bought 1 State Street Consumer Staples Select Sector SPDR ETF share in Q2 2026, an estimated $84.
State Street Consumer Staples Select Sector SPDR ETF made up 0.2% of M.E. Allison & Co's portfolio in Q2 2026, its #129 holding.
M.E. Allison & Co first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
209 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.