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

Summit Securities 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	$916K	Buy	+11,026	New	+$921K	0.09%	130
2026 Q1	–	Sell	-3,700	Closed	-$287K	–	1417
2025 Q4	$287K	Buy	+3,700	New	+$289K	0.04%	269
2025 Q1	–	Sell	-4,500	Closed	-$354K	–	1133
2024 Q4	$354K	Buy	+4,500	New	+$365K	0.07%	153
2024 Q3	–	Sell	-2,400	Closed	-$184K	–	905
2024 Q2	$184K	Buy	+2,400	New	+$183K	0.03%	167
2022 Q4	–	Sell	-100	Closed	-$7K	–	1420
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	816
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	861
2022 Q1	$8K	Sell	100 -19,800	-99%	-$1.49M	﹤0.01%	890
2021 Q4	$1.53M	Sell	19,900 -600	-3%	-$43.5K	0.07%	196
2021 Q3	$1.41M	Buy	20,500 +7,700	+60%	+$549K	0.11%	205
2021 Q2	$896K	Buy	12,800 +9,800	+327%	+$686K	0.07%	271
2021 Q1	$205K	Sell	3,000 -38,300	-93%	-$2.52M	0.02%	530
2020 Q4	$2.79M	Buy	+41,300	New	+$2.73M	0.23%	111
2020 Q1	–	Sell	-27,700	Closed	-$1.75M	–	505
2019 Q4	$1.75M	Buy	27,700 +23,900	+629%	+$1.47M	0.13%	153
2019 Q3	$233K	Buy	+3,800	New	+$228K	0.02%	287
2018 Q4	–	Sell	-7,439	Closed	-$401K	–	359
2018 Q3	$401K	Buy	+7,439	New	+$399K	0.15%	99
2015 Q4	–	Sell	-2,700	Closed	-$134K	–	467
2015 Q3	$127K	Sell	2,700 -5,700	-68%	-$277K	0.09%	105
2015 Q2	$400K	Buy	8,400 +6,700	+394%	+$327K	0.2%	39
2015 Q1	$83K	Sell	1,700 -11,113	-87%	-$546K	0.06%	137
2014 Q4	$621K	Sell	12,813 -235,787	-95%	-$11.2M	0.18%	93
2014 Q3	$11.2M	Buy	248,600 +23,300	+10%	+$1.04M	3.25%	3
2014 Q2	$10.1M	Sell	225,300 -66,200	-23%	-$2.93M	3.45%	5
2014 Q1	$12.6M	Buy	291,500 +166,000	+132%	+$6.97M	7.5%	2
2013 Q4	$5.39M	Buy	125,500 +33,400	+36%	+$1.41M	0.94%	23
2013 Q3	$3.67M	Sell	92,100 -41,600	-31%	-$1.7M	1.25%	17
2013 Q2	$5.3M	Buy	+133,700	New	+$5.44M	2.53%	11

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 Securities Group's XLP Position: Q2 2026 in Review

Summit Securities Group opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 11,026 shares worth $916K. The stake represents 0.09% of the portfolio and ranks #130 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XLP as recently as Q4 2025.

Summit Securities Group first reported a position in XLP in Q2 2013 and has held it in 25 quarters since. The position peaked at $12.6M in Q1 2014. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Summit Securities Group held 11,026 shares of State Street Consumer Staples Select Sector SPDR ETF worth $916K as of Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Summit Securities Group position in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of Summit Securities Group's portfolio in Q2 2026, its #130 holding.
Summit Securities Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 25 quarters since.
Summit Securities Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12.6M in Q1 2014.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.