Zullo Investment Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Zullo Investment 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
2026 Q2	$1.94M	Sell	23,410 -764	-3%	-$63.8K	0.66%	39
2026 Q1	$1.98M	Buy	24,174 +1,215	+5%	+$102K	0.75%	34
2025 Q4	$1.78M	Buy	22,959 +349	+2%	+$27.2K	0.65%	40
2025 Q3	$1.77M	Buy	22,610 +880	+4%	+$71.1K	0.66%	39
2025 Q2	$1.76M	Buy	21,730 +389	+2%	+$31.6K	0.71%	37
2025 Q1	$1.74M	Buy	21,341 +86	+0.4%	+$6.86K	0.75%	36
2024 Q4	$1.67M	Sell	21,255 -162	-0.8%	-$13.2K	0.67%	37
2024 Q3	$1.78M	Buy	21,417 +242	+1%	+$19.4K	0.74%	38
2024 Q2	$1.62M	Buy	21,175 +753	+4%	+$57.4K	0.71%	38
2024 Q1	$1.56M	Buy	20,422 +398	+2%	+$29.4K	0.73%	39
2023 Q4	$1.44M	Buy	20,024 +154	+0.8%	+$10.7K	0.74%	38
2023 Q3	$1.37M	Buy	19,870 +1,887	+10%	+$138K	0.8%	36
2023 Q2	$1.33M	Buy	17,983 +222	+1%	+$16.7K	0.76%	34
2023 Q1	$1.33M	Buy	17,761 +371	+2%	+$27.1K	0.83%	34
2022 Q4	$1.3M	Buy	17,390 +791	+5%	+$57.6K	0.79%	31
2022 Q3	$1.11M	Buy	16,599 +1,665	+11%	+$122K	0.72%	34
2022 Q2	$1.08M	Buy	14,934 +1,162	+8%	+$87.2K	0.67%	36
2022 Q1	$1.04M	Buy	13,772 +714	+5%	+$53.8K	0.54%	40
2021 Q4	$1.01M	Buy	+13,058	New	+$946K	0.52%	45

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

Zullo Investment Group's XLP Position: Q2 2026 in Review

Zullo Investment Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.2% in Q2 2026, selling an estimated $63.8K and leaving 23,410 shares worth $1.94M. The position accounts for 0.66% of the portfolio, ranked #39.

Zullo Investment Group first reported a position in XLP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Zullo Investment Group held 23,410 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.94M as of Q2 2026.
Zullo Investment Group sold 764 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $63.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.66% of Zullo Investment Group's portfolio in Q2 2026, its #39 holding.
Zullo Investment Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Zullo Investment Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.98M in Q1 2026.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.