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

Summit Financial’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 Q1	$2.42M	Buy	29,520 +4,304	+17%	+$362K	0.03%	525
2025 Q4	$1.96M	Buy	25,216 +1,907	+8%	+$149K	0.03%	504
2025 Q3	$1.83M	Sell	23,309 -12,865	-36%	-$1.04M	0.03%	498
2025 Q2	$2.93M	Sell	36,174 -1,276	-3%	-$104K	0.07%	234
2025 Q1	$3.06M	Sell	37,450 -93	-0.2%	-$7.42K	0.09%	202
2024 Q4	$2.95M	Buy	37,543 +1,267	+3%	+$103K	0.1%	161
2024 Q3	$3.01M	Buy	36,276 +7,497	+26%	+$602K	0.12%	135
2024 Q2	$2.2M	Buy	28,779 +6,352	+28%	+$485K	0.1%	142
2024 Q1	$1.71M	Buy	22,427 +12,139	+118%	+$898K	0.1%	115
2023 Q4	$741K	Sell	10,288 -505	-5%	-$35K	0.05%	206
2023 Q3	$743K	Buy	10,793 +1,732	+19%	+$127K	0.05%	190
2023 Q2	$672K	Buy	+9,061	New	+$680K	0.05%	193
2020 Q2	–	Sell	-4,767	Closed	-$260K	–	46
2020 Q1	$260K	Buy	+4,767	New	+$289K	0.06%	32

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Financial's XLP Position: Q1 2026 in Review

Summit Financial increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 17% in Q1 2026, buying an estimated $362K and bringing the position to 29,520 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #525.

Summit Financial first reported a position in XLP in Q1 2020 and has held it in 13 quarters since. The position peaked at $3.06M in Q1 2025. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Summit Financial held 29,520 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.42M as of Q1 2026.
Summit Financial bought 4,304 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $362K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #525 holding.
Summit Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 13 quarters since.
Summit Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.06M in Q1 2025.
1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.