Valeo Financial Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Valeo Financial Advisors’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 Q3	$1.09M	Sell	13,500 -179	-1%	-$15.1K	0.02%	289
2026 Q2	$1.14M	Sell	13,679 -262	-2%	-$21.9K	0.02%	283
2026 Q1	$1.14M	Sell	13,941 -139	-1%	-$11.7K	0.03%	248
2025 Q4	$1.09M	Buy	14,080 +618	+5%	+$48.2K	0.02%	283
2025 Q3	$1.06M	Buy	13,462 +2	+0%	+$162	0.02%	290
2025 Q2	$1.09M	Buy	13,460 +201	+2%	+$16.3K	0.03%	282
2025 Q1	$1.08M	Sell	13,259 -2	-0%	-$160	0.03%	250
2024 Q4	$1.04M	Buy	13,261 +207	+2%	+$16.8K	0.03%	255
2024 Q3	$1.08M	Buy	13,054 +223	+2%	+$17.9K	0.03%	245
2024 Q2	$983K	Buy	12,831 +2,259	+21%	+$172K	0.03%	244
2024 Q1	$803K	Buy	10,572 +146	+1%	+$10.8K	0.03%	271
2023 Q4	$751K	Buy	10,426 +302	+3%	+$20.9K	0.03%	268
2023 Q3	$697K	Buy	10,124 +202	+2%	+$14.8K	0.03%	261
2023 Q2	$736K	Sell	9,922 -3,955	-29%	-$297K	0.03%	247
2023 Q1	$1.04M	Buy	13,877 +4,326	+45%	+$316K	0.05%	203
2022 Q4	$712K	Buy	9,551 +59	+0.6%	+$4.3K	0.04%	234
2022 Q3	$633K	Sell	9,492 -3,035	-24%	-$222K	0.04%	225
2022 Q2	$904K	Sell	12,527 -11,418	-48%	-$857K	0.06%	172
2022 Q1	$1.82M	Buy	23,945 +647	+3%	+$48.7K	0.09%	127
2021 Q4	$1.8M	Buy	23,298 +2	+0%	+$145	0.1%	127
2021 Q3	$1.6M	Buy	23,296 +43	+0.2%	+$3.06K	0.09%	135
2021 Q2	$1.63M	Buy	23,253 +428	+2%	+$30K	0.1%	124
2021 Q1	$1.56M	Sell	22,825 -363	-2%	-$23.9K	0.07%	145
2020 Q4	$1.56M	Buy	23,188 +117	+0.5%	+$7.73K	0.08%	125
2020 Q3	$1.48M	Sell	23,071 -7,209	-24%	-$455K	0.13%	105
2020 Q2	$1.78M	Sell	30,280 -855	-3%	-$49.9K	0.16%	87
2020 Q1	$1.81M	Sell	31,135 -6,026	-16%	-$366K	0.19%	77
2019 Q4	$2.34M	Buy	37,161 +2,573	+7%	+$159K	0.23%	69
2019 Q3	$2.12M	Buy	34,588 +621	+2%	+$37.3K	0.23%	69
2019 Q2	$1.97M	Sell	33,967 -2,059	-6%	-$118K	0.23%	71
2019 Q1	$2.02M	Sell	36,026 -1,158	-3%	-$61.9K	0.25%	69
2018 Q4	$1.89M	Buy	37,184 +8,076	+28%	+$438K	0.26%	61
2018 Q3	$1.6M	Sell	29,108 -2,088	-7%	-$112K	0.22%	78
2018 Q2	$1.66M	Buy	31,196 +18,686	+149%	+$949K	0.23%	74
2018 Q1	$658K	Buy	12,510 +1,840	+17%	+$101K	0.11%	127
2017 Q4	$607K	Buy	10,670 +4,198	+65%	+$231K	0.1%	131
2017 Q3	$349K	Buy	+6,472	New	+$356K	0.08%	159

Other funds holding XLP

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Valeo Financial Advisors's XLP Position: Q3 2026 in Review

Valeo Financial Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.3% in Q3 2026, selling an estimated $15.1K and leaving 13,500 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #289.

Valeo Financial Advisors first reported a position in XLP in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.34M in Q4 2019. 57 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Valeo Financial Advisors held 13,500 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.09M as of Q3 2026.
Valeo Financial Advisors sold 179 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $15.1K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #289 holding.
Valeo Financial Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2017 and has held it in 37 quarters since.
Valeo Financial Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.34M in Q4 2019.
57 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.