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
2022 Q1	–	Sell	-2,000	Closed	-$154K	–	1403
2021 Q4	$154K	Buy	+2,000	New	+$145K	0.01%	646
2021 Q1	–	Sell	-325	Closed	-$2.19M	–	808
2020 Q4	$2.19M	Buy	+325	New	+$21.5K	0.18%	130
2015 Q1	–	Sell	-285	Closed	-$1K	–	669
2014 Q4	$1K	Buy	+285	New	+$13.5K	﹤0.01%	578
2014 Q3	–	Sell	-931	Closed	-$5K	–	812
2014 Q2	$5K	Sell	931 -1,323	-59%	-$58.5K	﹤0.01%	443
2014 Q1	$11K	Buy	2,254 +483	+27%	+$20.3K	0.01%	260
2013 Q4	$5K	Buy	1,771 +465	+36%	+$19.6K	﹤0.01%	392
2013 Q3	$10K	Sell	1,306 -252	-16%	-$10.3K	﹤0.01%	260
2013 Q2	$37K	Buy	+1,558	New	+$63.4K	0.02%	205

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 Securities Group's XLP Position: Q1 2026 in Review

Summit Securities Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 3,700 shares — an estimated $287K sold.

Summit Securities Group first reported a position in XLP in Q2 2013 and held it in 24 quarters. The position peaked at $12.6M in Q1 2014. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Summit Securities Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 3,700 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $287K.
Summit Securities Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and held it in 24 quarters.
Summit Securities Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12.6M in Q1 2014.
1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.