Targeted Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Targeted Financial Services’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	$2.45M	Buy	29,523 +2,699	+10%	+$225K	1.81%	8
2026 Q1	$2.2M	Buy	26,824 +1,573	+6%	+$132K	1.8%	11
2025 Q4	$1.96M	Buy	+25,251	New	+$1.97M	1.69%	12

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

Targeted Financial Services's XLP Position: Q2 2026 in Review

Targeted Financial Services increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 10% in Q2 2026, buying an estimated $225K and bringing the position to 29,523 shares worth $2.45M. The position accounts for 1.81% of the portfolio, ranked #8.

Targeted Financial Services first reported a position in XLP in Q4 2025 and has held it in 3 quarters since. 1,234 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Targeted Financial Services held 29,523 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.45M as of Q2 2026.
Targeted Financial Services bought 2,699 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $225K.
State Street Consumer Staples Select Sector SPDR ETF made up 1.81% of Targeted Financial Services's portfolio in Q2 2026, its #8 holding.
Targeted Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,234 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.