LWM
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LongView Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

LongView Wealth 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 		$416K Sell
5,011
-336
-6% -$28.1K 0.11% 141
2026
Q1 		$436K Buy
5,347
+7
+0.1% +$590 0.11% 148
2025
Q4 		$428K Buy
5,340
+10
+0.2% +$781 0.1% 156
2025
Q3 		$418K Buy
5,330
+8
+0.2% +$646 0.11% 138
2025
Q2 		$431K Buy
5,322
+8
+0.2% +$649 0.13% 134
2025
Q1 		$434K Buy
5,314
+7
+0.1% +$559 0.13% 131
2024
Q4 		$417K Buy
5,307
+9
+0.2% +$731 0.13% 132
2024
Q3 		$440K Buy
5,298
+6
+0.1% +$482 0.14% 120
2024
Q2 		$405K Sell
5,292
-291
-5% -$22.2K 0.15% 120
2024
Q1 		$426K Buy
5,583
+9
+0.2% +$666 0.17% 115
2023
Q4 		$405K Buy
+5,574
New +$386K 0.18% 108

Other funds holding XLP

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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LongView Wealth Management's XLP Position: Q2 2026 in Review

LongView Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 6.3% in Q2 2026, selling an estimated $28.1K and leaving 5,011 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #141.

LongView Wealth Management first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $440K in Q3 2024. 307 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • LongView Wealth Management held 5,011 shares of State Street Consumer Staples Select Sector SPDR ETF worth $416K as of Q2 2026.
  • LongView Wealth Management sold 336 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $28.1K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.11% of LongView Wealth Management's portfolio in Q2 2026, its #141 holding.
  • LongView Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $440K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.