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 $1.55T 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. 1,241 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.
1,241 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.