Long Run Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$5.91M Buy
76,017
+4,078
+6% +$318K 1.11% 24
2025
Q3
$5.64M Buy
71,939
+8,989
+14% +$726K 1.11% 24
2025
Q2
$5.1M Buy
62,950
+3,452
+6% +$280K 1.07% 25
2025
Q1
$4.86M Buy
59,498
+1,561
+3% +$125K 1.1% 25
2024
Q4
$4.55M Buy
57,937
+1,131
+2% +$91.8K 1.09% 25
2024
Q3
$4.71M Sell
56,806
-1,227
-2% -$98.5K 1.11% 24
2024
Q2
$4.44M Buy
58,033
+42,525
+274% +$3.24M 1.13% 24
2024
Q1
$1.18M Buy
15,508
+908
+6% +$67.1K 0.31% 56
2023
Q4
$1.05M Buy
14,600
+1,279
+10% +$88.6K 0.3% 57
2023
Q3
$917K Buy
13,321
+563
+4% +$41.2K 0.3% 59
2023
Q2
$946K Buy
12,758
+423
+3% +$31.7K 0.3% 62
2023
Q1
$922K Sell
12,335
-235
-2% -$17.2K 0.31% 62
2022
Q4
$937K Buy
12,570
+529
+4% +$38.5K 0.34% 64
2022
Q3
$803K Buy
12,041
+2,573
+27% +$189K 0.32% 65
2022
Q2
$683K Buy
9,468
+204
+2% +$15.3K 0.26% 67
2022
Q1
$659K Sell
9,264
-671
-7% -$50.6K 0.23% 71
2021
Q4
$710K Buy
+9,935
New +$720K 0.25% 72

Other funds holding XLP

Long Run Wealth Advisors's XLP Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.7% in Q4 2025, buying an estimated $318K and bringing the position to 76,017 shares worth $5.91M. The position accounts for 1.11% of the portfolio, ranked #24.

Long Run Wealth Advisors first reported a position in XLP in Q4 2021 and has held it in 17 quarters since. 1,215 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

  • Long Run Wealth Advisors held 76,017 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.91M as of Q4 2025.
  • Long Run Wealth Advisors bought 4,078 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $318K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.11% of Long Run Wealth Advisors's portfolio in Q4 2025, its #24 holding.
  • Long Run Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,215 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.