L.J. Altfest & Co’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

L.J. Altfest & Co’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	$2.87M	Buy	+34,517	New	+$2.88M	0.28%	63
2026 Q1	–	Sell	-93,899	Closed	-$7.29M	–	386
2025 Q4	$7.29M	Buy	+93,899	New	+$7.33M	0.8%	26
2025 Q2	–	Sell	-21,197	Closed	-$1.73M	–	371
2025 Q1	$1.73M	Buy	+21,197	New	+$1.69M	0.22%	80
2018 Q2	–	Sell	-5,204	Closed	-$274K	–	169
2018 Q1	$274K	Sell	5,204 -24,767	-83%	-$1.36M	0.12%	136
2017 Q4	$1.71M	Buy	+29,971	New	+$1.65M	0.65%	33
2017 Q3	–	Sell	-30,123	Closed	-$1.66M	–	153
2017 Q2	$1.66M	Buy	+30,123	New	+$1.67M	1%	25

Other funds holding XLP

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

L.J. Altfest & Co's XLP Position: Q2 2026 in Review

L.J. Altfest & Co opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 34,517 shares worth $2.87M. The stake represents 0.28% of the portfolio and ranks #63 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in XLP as recently as Q4 2025.

L.J. Altfest & Co first reported a position in XLP in Q2 2017 and has held it in 6 quarters since. The position peaked at $7.29M in Q4 2025. 570 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

L.J. Altfest & Co held 34,517 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.87M as of Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new L.J. Altfest & Co position in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.28% of L.J. Altfest & Co's portfolio in Q2 2026, its #63 holding.
L.J. Altfest & Co first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2017 and has held it in 6 quarters since.
L.J. Altfest & Co's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.29M in Q4 2025.
570 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.