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Goelzer Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Goelzer Investment 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 		$206K Buy
2,480
+3
+0.1% +$251 0.01% 309
2026
Q1 		$203K Sell
2,477
-148
-6% -$12.5K 0.01% 296
2025
Q4 		$204K Sell
2,625
-185
-7% -$14.4K 0.01% 269
2025
Q3 		$220K Sell
2,810
-11
-0.4% -$889 0.01% 236
2025
Q2 		$228K Sell
2,821
-89
-3% -$7.22K 0.01% 236
2025
Q1 		$238K Sell
2,910
-149
-5% -$11.9K 0.01% 229
2024
Q4 		$240K Sell
3,059
-11
-0.4% -$893 0.01% 229
2024
Q3 		$255K Sell
3,070
-33
-1% -$2.65K 0.01% 217
2024
Q2 		$238K Sell
3,103
-231
-7% -$17.6K 0.01% 224
2024
Q1 		$255K Sell
3,334
-33
-1% -$2.44K 0.01% 228
2023
Q4 		$242K Sell
3,367
-7
-0.2% -$485 0.02% 222
2023
Q3 		$232K Buy
3,374
+157
+5% +$11.5K 0.02% 213
2023
Q2 		$239K Sell
3,217
-7
-0.2% -$525 0.02% 212
2023
Q1 		$241K Buy
+3,224
New +$236K 0.02% 213
2022
Q2 		– Sell
-3,014
Closed -$229K – 231
2022
Q1 		$229K Sell
3,014
-400
-12% -$30.1K 0.02% 208
2021
Q4 		$263K Sell
3,414
-72
-2% -$5.22K 0.02% 210
2021
Q3 		$240K Sell
3,486
-9
-0.3% -$642 0.02% 207
2021
Q2 		$245K Sell
3,495
-80
-2% -$5.6K 0.02% 206
2021
Q1 		$244K Sell
3,575
-712
-17% -$46.8K 0.02% 193
2020
Q4 		$289K Hold
4,287
– – 0.03% 187
2020
Q3 		$275K Sell
4,287
-69
-2% -$4.36K 0.03% 224
2020
Q2 		$255K Sell
4,356
-386
-8% -$22.5K 0.02% 220
2020
Q1 		$258K Buy
4,742
+150
+3% +$9.1K 0.03% 221
2019
Q4 		$289K Hold
4,592
– – 0.02% 227
2019
Q3 		$282K Buy
4,592
+75
+2% +$4.51K 0.03% 227
2019
Q2 		$262K Hold
4,517
– – 0.02% 236
2019
Q1 		$253K Buy
4,517
+497
+12% +$26.6K 0.02% 246
2018
Q4 		$204K Buy
+4,020
New +$218K 0.03% 194
2018
Q3 		– Sell
-3,921
Closed -$202K – 212
2018
Q2 		$202K Sell
3,921
-1,111
-22% -$56.4K 0.02% 201
2018
Q1 		$265K Sell
5,032
-670
-12% -$36.9K 0.03% 191
2017
Q4 		$324K Sell
5,702
-229
-4% -$12.6K 0.04% 182
2017
Q3 		$320K Buy
5,931
+1,015
+21% +$55.8K 0.04% 175
2017
Q2 		$270K Buy
4,916
+218
+5% +$12.1K 0.03% 182
2017
Q1 		$256K Sell
4,698
-526
-10% -$28.3K 0.03% 180
2016
Q4 		$270K Sell
5,224
-677
-11% -$35.1K 0.04% 183
2016
Q3 		$314K Sell
5,901
-106
-2% -$5.77K 0.04% 180
2016
Q2 		$331K Hold
6,007
– – 0.05% 177
2016
Q1 		$319K Sell
6,007
-41
-0.7% -$2.08K 0.05% 177
2015
Q4 		$305K Buy
6,048
+393
+7% +$19.5K 0.04% 181
2015
Q3 		$267K Sell
5,655
-5,499
-49% -$267K 0.04% 185
2015
Q2 		$531K Sell
11,154
-142
-1% -$6.93K 0.08% 157
2015
Q1 		$551K Sell
11,296
-209
-2% -$10.3K 0.08% 153
2014
Q4 		$558K Sell
11,505
-857
-7% -$40.6K 0.08% 153
2014
Q3 		$558K Buy
12,362
+245
+2% +$11K 0.09% 152
2014
Q2 		$541K Sell
12,117
-638
-5% -$28.2K 0.09% 154
2014
Q1 		$549K Sell
12,755
-45
-0.4% -$1.89K 0.1% 150
2013
Q4 		$550K Sell
12,800
-49
-0.4% -$2.07K 0.1% 151
2013
Q3 		$511K Sell
12,849
-15,721
-55% -$641K 0.1% 150
2013
Q2 		$1.13M Buy
+28,570
New +$1.16M 0.12% 146

Other funds holding XLP

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Goelzer Investment Management's XLP Position: Q2 2026 in Review

Goelzer Investment Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.12% in Q2 2026, buying an estimated $251 and bringing the position to 2,480 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #309.

Goelzer Investment Management first reported a position in XLP in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.13M in Q2 2013. 386 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Goelzer Investment Management held 2,480 shares of State Street Consumer Staples Select Sector SPDR ETF worth $206K as of Q2 2026.
  • Goelzer Investment Management bought 3 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $251.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #309 holding.
  • Goelzer Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 49 quarters since.
  • Goelzer Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.13M in Q2 2013.
  • 386 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.