Valley National Advisers’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Valley National Advisers’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	$45.3K	Hold	545	–	–	0.01%	423
2026 Q1	$44K	Hold	545	–	–	0.01%	419
2025 Q4	$42K	Hold	545	–	–	0.01%	417
2025 Q3	$42K	Hold	545	–	–	0.01%	400
2025 Q2	$44K	Sell	545 -21	-4%	-$1.7K	0.01%	394
2025 Q1	$46K	Hold	566	–	–	0.01%	387
2024 Q4	$44K	Buy	566 +4	+0.7%	+$325	0.01%	366
2024 Q3	$46K	Hold	562	–	–	0.01%	366
2024 Q2	$43K	Hold	562	–	–	0.01%	417
2024 Q1	$42K	Sell	562 -4	-0.7%	-$296	0.01%	432
2023 Q4	$40K	Hold	566	–	–	0.01%	440
2023 Q3	$39K	Hold	566	–	–	0.01%	418
2023 Q2	$42K	Hold	566	–	–	0.01%	418
2023 Q1	$44K	Hold	566	–	–	0.01%	402
2022 Q4	$42K	Hold	566	–	–	0.01%	401
2022 Q3	$39K	Hold	566	–	–	0.01%	404
2022 Q2	$41K	Hold	566	–	–	0.01%	377
2022 Q1	$43K	Hold	566	–	–	0.01%	400
2021 Q4	$44K	Hold	566	–	–	0.01%	384
2021 Q3	$39K	Buy	566 +4	+0.7%	+$285	0.01%	371
2021 Q2	$39K	Buy	562 +17	+3%	+$1.19K	0.01%	375
2021 Q1	$37K	Hold	545	–	–	0.01%	361
2020 Q4	$37K	Hold	545	–	–	0.01%	350
2020 Q3	$35K	Hold	545	–	–	0.01%	322
2020 Q2	$32K	Buy	+545	New	+$31.8K	0.01%	328
2020 Q1	–	Sell	-12	Closed	-$1K	–	857
2019 Q4	$1K	Buy	+12	New	+$739	﹤0.01%	734
2018 Q3	–	Sell	-9	Closed	–	–	757
2018 Q2	$0	Hold	9	–	–	﹤0.01%	719
2018 Q1	$0	Buy	+9	New	+$496	﹤0.01%	706

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valley National Advisers's XLP Position: Q2 2026 in Review

Valley National Advisers held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2026 at 545 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #423.

Valley National Advisers first reported a position in XLP in Q1 2018 and has held it in 28 quarters since. The position peaked at $46K in Q1 2025. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Valley National Advisers held 545 shares of State Street Consumer Staples Select Sector SPDR ETF worth $45.3K as of Q2 2026.
Valley National Advisers 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 0.01% of Valley National Advisers's portfolio in Q2 2026, its #423 holding.
Valley National Advisers first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and has held it in 28 quarters since.
Valley National Advisers's State Street Consumer Staples Select Sector SPDR ETF position peaked at $46K in Q1 2025.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.