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Consumer Staples Select Sect. SPDR shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 2.6k 81.98

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Brown & Brown (BRO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Summit Wealth Partners

Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Citigroup
Morgan Stanley
Barclays
Susquehanna International
Goldman Sachs Group
Elliott Investment Management
UBS Group
Jane Street
Citadel Advisors
Wells Fargo & Company
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Raymond James Financial
LPL Financial

View all funds holding Consumer Staples Select Sect. SPDR