Lynch & Associates’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Lynch & Associates’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	$331K	Hold	3,982	–	–	0.06%	116
2026 Q1	$326K	Hold	3,982	–	–	0.06%	113
2025 Q4	$309K	Hold	3,982	–	–	0.06%	113
2025 Q3	$312K	Hold	3,982	–	–	0.06%	113
2025 Q2	$322K	Hold	3,982	–	–	0.07%	112
2025 Q1	$325K	Hold	3,982	–	–	0.07%	106
2024 Q4	$313K	Hold	3,982	–	–	0.07%	107
2024 Q3	$331K	Hold	3,982	–	–	0.07%	107
2024 Q2	$305K	Hold	3,982	–	–	0.07%	107
2024 Q1	$304K	Sell	3,982 -200	-5%	-$14.8K	0.07%	107
2023 Q4	$301K	Hold	4,182	–	–	0.07%	100
2023 Q3	$288K	Hold	4,182	–	–	0.08%	99
2023 Q2	$310K	Sell	4,182 -42	-1%	-$3.15K	0.08%	92
2023 Q1	$316K	Buy	4,224 +24	+0.6%	+$1.76K	0.08%	91
2022 Q4	$313K	Hold	4,200	–	–	0.08%	91
2022 Q3	$280K	Hold	4,200	–	–	0.08%	91
2022 Q2	$303K	Sell	4,200 -25	-0.6%	-$1.88K	0.08%	88
2022 Q1	$321K	Hold	4,225	–	–	0.08%	93
2021 Q4	$326K	Hold	4,225	–	–	0.08%	92
2021 Q3	$291K	Hold	4,225	–	–	0.08%	92
2021 Q2	$296K	Hold	4,225	–	–	0.08%	92
2021 Q1	$289K	Hold	4,225	–	–	0.08%	92
2020 Q4	$285K	Hold	4,225	–	–	0.08%	94
2020 Q3	$271K	Hold	4,225	–	–	0.08%	91
2020 Q2	$248K	Hold	4,225	–	–	0.08%	91
2020 Q1	$230K	Hold	4,225	–	–	0.08%	91
2019 Q4	$266K	Hold	4,225	–	–	0.08%	90
2019 Q3	$259K	Hold	4,225	–	–	0.08%	90
2019 Q2	$245K	Hold	4,225	–	–	0.08%	90
2019 Q1	$237K	Sell	4,225 -75	-2%	-$4.01K	0.08%	87
2018 Q4	$218K	Hold	4,300	–	–	0.08%	88
2018 Q3	$232K	Hold	4,300	–	–	0.08%	91
2018 Q2	$222K	Sell	4,300 -225	-5%	-$11.4K	0.08%	91
2018 Q1	$238K	Buy	4,525 +225	+5%	+$12.4K	0.09%	91
2017 Q4	$245K	Hold	4,300	–	–	0.09%	88
2017 Q3	$232K	Hold	4,300	–	–	0.09%	90
2017 Q2	$236K	Sell	4,300 -196	-4%	-$10.9K	0.09%	94
2017 Q1	$245K	Buy	4,496 +196	+5%	+$10.5K	0.1%	91
2016 Q4	$222K	Sell	4,300 -250	-5%	-$12.9K	0.09%	96
2016 Q3	$242K	Buy	4,550 +250	+6%	+$13.6K	0.11%	92
2016 Q2	$237K	Hold	4,300	–	–	0.11%	96
2016 Q1	$228K	Sell	4,300 -375	-8%	-$19K	0.11%	99
2015 Q4	$236K	Hold	4,675	–	–	0.12%	98
2015 Q3	$221K	Hold	4,675	–	–	0.12%	96
2015 Q2	$223K	Hold	4,675	–	–	0.12%	99
2015 Q1	$228K	Sell	4,675 -3,485	-43%	-$171K	0.12%	95
2014 Q4	$396K	Sell	8,160 -725	-8%	-$34.3K	0.21%	74
2014 Q3	$401K	Buy	8,885 +285	+3%	+$12.8K	0.23%	74
2014 Q2	$384K	Buy	8,600 +475	+6%	+$21K	0.22%	75
2014 Q1	$350K	Sell	8,125 -330	-4%	-$13.9K	0.21%	77
2013 Q4	$363K	Hold	8,455	–	–	0.22%	76
2013 Q3	$337K	Buy	8,455 +1,230	+17%	+$50.1K	0.22%	79
2013 Q2	$287K	Buy	+7,225	New	+$294K	0.2%	86

Other funds holding XLP

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Lynch & Associates's XLP Position: Q2 2026 in Review

Lynch & Associates held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 3,982 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #116.

Lynch & Associates first reported a position in XLP in Q2 2013 and has held it in 53 quarters since. The position peaked at $401K in Q3 2014. 209 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Lynch & Associates held 3,982 shares of State Street Consumer Staples Select Sector SPDR ETF worth $331K as of Q2 2026.
Lynch & Associates left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Lynch & Associates's portfolio in Q2 2026, its #116 holding.
Lynch & Associates first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Lynch & Associates's State Street Consumer Staples Select Sector SPDR ETF position peaked at $401K in Q3 2014.
209 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.