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 Q2	$2.33M	Sell	28,045 -1,475	-5%	-$123K	0.03%	598
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 $1.55T 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

Summit Financial's XLP Position: Q2 2026 in Review

Summit Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5% in Q2 2026, selling an estimated $123K and leaving 28,045 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #598.

Summit Financial first reported a position in XLP in Q1 2020 and has held it in 14 quarters since. The position peaked at $3.06M in Q1 2025. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Summit Financial held 28,045 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.33M as of Q2 2026.
Summit Financial sold 1,475 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $123K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #598 holding.
Summit Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 14 quarters since.
Summit Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.06M in Q1 2025.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.