Tolleson Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Tolleson Wealth Management’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	$337K	Hold	4,053	–	–	0.05%	80
2026 Q1	$332K	Hold	4,053	–	–	0.05%	77
2025 Q4	$315K	Hold	4,053	–	–	0.05%	79
2025 Q3	$318K	Hold	4,053	–	–	0.05%	78
2025 Q2	$328K	Hold	4,053	–	–	0.06%	70
2025 Q1	$331K	Hold	4,053	–	–	0.06%	71
2024 Q4	$319K	Buy	+4,053	New	+$329K	0.07%	78
2023 Q1	–	Sell	-12,098	Closed	-$902K	–	78
2022 Q4	$902K	Hold	12,098	–	–	0.24%	47
2022 Q3	$807K	Buy	+12,098	New	+$886K	0.24%	43

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

Tolleson Wealth Management's XLP Position: Q2 2026 in Review

Tolleson Wealth Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 4,053 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #80.

Tolleson Wealth Management first reported a position in XLP in Q3 2022 and has held it in 9 quarters since. The position peaked at $902K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Tolleson Wealth Management held 4,053 shares of State Street Consumer Staples Select Sector SPDR ETF worth $337K as of Q2 2026.
Tolleson Wealth Management 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 0.05% of Tolleson Wealth Management's portfolio in Q2 2026, its #80 holding.
Tolleson Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and has held it in 9 quarters since.
Tolleson Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $902K in Q4 2022.
1,239 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.