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

Summit Wealth Partners’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	$215K	Hold	2,586	–	–	0.03%	275
2026 Q1	$212K	Buy	+2,586	New	+$218K	0.03%	265

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 Wealth Partners's XLP Position: Q2 2026 in Review

Summit Wealth Partners held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 2,586 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #275.

Summit Wealth Partners first reported a position in XLP in Q1 2026 and has held it in 2 quarters since. 1,239 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Summit Wealth Partners held 2,586 shares of State Street Consumer Staples Select Sector SPDR ETF worth $215K as of Q2 2026.
Summit Wealth Partners left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #275 holding.
Summit Wealth Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,239 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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