Spinnaker Investment Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Spinnaker Investment 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	$522K	Buy	6,287 +14	+0.2%	+$1.17K	0.08%	98
2026 Q1	$514K	Sell	6,273 -100	-2%	-$8.42K	0.1%	75
2025 Q4	$495K	Buy	6,373 +825	+15%	+$64.4K	0.09%	88
2025 Q3	$435K	Buy	5,548 +123	+2%	+$9.94K	0.08%	92
2025 Q2	$439K	Buy	5,425 +200	+4%	+$16.2K	0.1%	57
2025 Q1	$427K	Sell	5,225 -469	-8%	-$37.4K	0.1%	66
2024 Q4	$448K	Hold	5,694	–	–	0.11%	55
2024 Q3	$473K	Hold	5,694	–	–	0.12%	54
2024 Q2	$436K	Buy	5,694 +149	+3%	+$11.4K	0.12%	57
2024 Q1	$423K	Hold	5,545	–	–	0.12%	59
2023 Q4	$399K	Buy	5,545 +304	+6%	+$21.1K	0.12%	59
2023 Q3	$361K	Buy	5,241 +104	+2%	+$7.61K	0.12%	63
2023 Q2	$381K	Buy	5,137 +26	+0.5%	+$1.95K	0.13%	60
2023 Q1	$382K	Buy	5,111 +60	+1%	+$4.39K	0.13%	58
2022 Q4	$377K	Buy	5,051 +627	+14%	+$45.7K	0.13%	60
2022 Q3	$295K	Buy	4,424 +54	+1%	+$3.96K	0.12%	65
2022 Q2	$315K	Buy	4,370 +296	+7%	+$22.2K	0.13%	59
2022 Q1	$310K	Hold	4,074	–	–	0.1%	67
2021 Q4	$311K	Buy	+4,074	New	+$295K	0.11%	69

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

Spinnaker Investment Group's XLP Position: Q2 2026 in Review

Spinnaker Investment Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.22% in Q2 2026, buying an estimated $1.17K and bringing the position to 6,287 shares worth $522K. The position accounts for 0.08% of the portfolio, ranked #98.

Spinnaker Investment Group first reported a position in XLP in Q4 2021 and has held it in 19 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Spinnaker Investment Group held 6,287 shares of State Street Consumer Staples Select Sector SPDR ETF worth $522K as of Q2 2026.
Spinnaker Investment Group bought 14 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $1.17K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of Spinnaker Investment Group's portfolio in Q2 2026, its #98 holding.
Spinnaker Investment Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.