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Montecito Bank & Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Montecito Bank & 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 		$264K Sell
3,175
-170
-5% -$14.2K 0.04% 248
2026
Q1 		$274K Sell
3,345
-267
-7% -$22.5K 0.05% 242
2025
Q4 		$281K Hold
3,612
– – 0.04% 244
2025
Q3 		$283K Buy
+3,612
New +$292K 0.04% 248
2025
Q1 		$351K Sell
4,303
-150
-3% -$12K 0.06% 235
2024
Q4 		$350K Sell
4,453
-1,000
-18% -$81.2K 0.06% 232
2024
Q3 		$453K Sell
5,453
-589
-10% -$47.3K 0.08% 216
2024
Q2 		$463K Sell
6,042
-37
-0.6% -$2.82K 0.09% 189
2024
Q1 		$464K Sell
6,079
-1,154
-16% -$85.3K 0.09% 185
2023
Q4 		$521K Sell
7,233
-3,545
-33% -$246K 0.11% 171
2023
Q3 		$742K Sell
10,778
-832
-7% -$60.9K 0.17% 133
2023
Q2 		$861K Sell
11,610
-1,939
-14% -$146K 0.2% 127
2023
Q1 		$1.01M Buy
13,549
+91
+0.7% +$6.66K 0.24% 106
2022
Q4 		$1M Buy
13,458
+1,691
+14% +$123K 0.24% 106
2022
Q3 		$785K Hold
11,767
– – 0.2% 117
2022
Q2 		$849K Sell
11,767
-2,596
-18% -$195K 0.2% 114
2022
Q1 		$1.09M Buy
14,363
+5,498
+62% +$414K 0.2% 110
2021
Q4 		$684K Buy
8,865
+192
+2% +$13.9K 0.12% 164
2021
Q3 		$597K Sell
8,673
-580
-6% -$41.3K 0.12% 164
2021
Q2 		$647K Sell
9,253
-930
-9% -$65.1K 0.12% 153
2021
Q1 		$696K Sell
10,183
-14,275
-58% -$939K 0.14% 138
2020
Q4 		$1.65M Buy
24,458
+25
+0.1% +$1.65K 0.36% 67
2020
Q3 		$1.57M Hold
24,433
– – 0.4% 64
2020
Q2 		$1.43M Buy
24,433
+12,030
+97% +$702K 0.39% 66
2020
Q1 		$676K Buy
12,403
+8,740
+239% +$530K 0.22% 91
2019
Q4 		$230K Sell
3,663
-85
-2% -$5.24K 0.06% 201
2019
Q3 		$230K Sell
3,748
-1,588
-30% -$95.5K 0.07% 199
2019
Q2 		$310K Hold
5,336
– – 0.09% 177
2019
Q1 		$300K Sell
5,336
-27,541
-84% -$1.47M 0.09% 184
2018
Q4 		$1.67M Buy
32,877
+23,024
+234% +$1.25M 0.58% 43
2018
Q3 		$531K Sell
9,853
-179
-2% -$9.61K 0.16% 130
2018
Q2 		$517K Sell
10,032
-1,923
-16% -$97.6K 0.17% 112
2018
Q1 		$629K Buy
11,955
+3,526
+42% +$194K 0.21% 86
2017
Q4 		$479K Buy
8,429
+2,225
+36% +$122K 0.16% 114
2017
Q3 		$335K Sell
6,204
-162
-3% -$8.9K 0.12% 146
2017
Q2 		$349K Buy
6,366
+2,224
+54% +$124K 0.13% 125
2017
Q1 		$226K Hold
4,142
– – 0.08% 168
2016
Q4 		$214K Sell
4,142
-3,849
-48% -$199K 0.07% 170
2016
Q3 		$425K Buy
7,991
+96
+1% +$5.23K 0.17% 116
2016
Q2 		$435K Hold
7,895
– – 0.18% 109
2016
Q1 		$419K Sell
7,895
-387
-5% -$19.7K 0.19% 100
2015
Q4 		$418K Sell
8,282
-14,272
-63% -$709K 0.2% 104
2015
Q3 		$1.06M Buy
22,554
+9,783
+77% +$476K 0.59% 32
2015
Q2 		$622K Hold
12,771
– – 0.31% 68
2015
Q1 		$622K Sell
12,771
-235
-2% -$11.5K 0.31% 68
2014
Q4 		$631K Sell
13,006
-2,108
-14% -$99.8K 0.33% 67
2014
Q3 		$682K Hold
15,114
– – 0.41% 56
2014
Q2 		$674K Sell
15,114
-1,438
-9% -$63.6K 0.41% 52
2014
Q1 		$713K Sell
16,552
-5,246
-24% -$220K 0.45% 48
2013
Q4 		$937K Sell
21,798
-11,273
-34% -$475K 0.58% 42
2013
Q3 		$1.32M Sell
33,071
-5,840
-15% -$238K 0.88% 26
2013
Q2 		$1.54M Buy
+38,911
New +$1.58M 1.04% 24

Other funds holding XLP

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
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
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
IA
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Montecito Bank & Trust's XLP Position: Q2 2026 in Review

Montecito Bank & Trust reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.1% in Q2 2026, selling an estimated $14.2K and leaving 3,175 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #248.

Montecito Bank & Trust first reported a position in XLP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.67M in Q4 2018. 235 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Montecito Bank & Trust held 3,175 shares of State Street Consumer Staples Select Sector SPDR ETF worth $264K as of Q2 2026.
  • Montecito Bank & Trust sold 170 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $14.2K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of Montecito Bank & Trust's portfolio in Q2 2026, its #248 holding.
  • Montecito Bank & Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • Montecito Bank & Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.67M in Q4 2018.
  • 235 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.