Valley Wealth Managers’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
2026
Q1
$27.6K Sell
337
-237
-41% -$20K ﹤0.01% 235
2025
Q4
$44.6K Hold
574
﹤0.01% 222
2025
Q3
$45K Hold
574
﹤0.01% 211
2025
Q2
$46.5K Buy
574
+60
+12% +$4.87K ﹤0.01% 201
2025
Q1
$42K Sell
514
-1,129
-69% -$90.1K ﹤0.01% 214
2024
Q4
$129K Hold
1,643
0.01% 183
2024
Q3
$136K Buy
1,643
+18
+1% +$1.45K 0.01% 187
2024
Q2
$124K Hold
1,625
0.01% 195
2024
Q1
$124K Buy
1,625
+480
+42% +$35.5K 0.01% 192
2023
Q4
$82.5K Hold
1,145
0.01% 202
2023
Q3
$78.8K Hold
1,145
0.01% 204
2023
Q2
$84.9K Sell
1,145
-23
-2% -$1.73K 0.01% 186
2023
Q1
$87.3K Sell
1,168
-555
-32% -$40.6K 0.01% 193
2022
Q4
$128K Sell
1,723
-585
-25% -$42.6K 0.01% 185
2022
Q3
$154K Sell
2,308
-44
-2% -$3.22K 0.02% 184
2022
Q2
$170K Buy
+2,352
New +$177K 0.02% 200
2019
Q1
Sell
-3,931
Closed -$200K 214
2018
Q4
$200K Buy
+3,931
New +$213K 0.03% 161
2017
Q2
Sell
-840
Closed -$46K 185
2017
Q1
$46K Buy
840
+440
+110% +$23.6K 0.01% 141
2016
Q4
$21K Hold
400
﹤0.01% 159
2016
Q3
$21K Buy
+400
New +$21.8K ﹤0.01% 155
2015
Q3
Sell
-7,875
Closed -$375K 100
2015
Q2
$375K Buy
7,875
+269
+4% +$13.1K 0.07% 92
2015
Q1
$371K Sell
7,606
-2,823
-27% -$139K 0.06% 93
2014
Q4
$506K Buy
10,429
+1,701
+19% +$80.5K 0.09% 92
2014
Q3
$394K Buy
8,728
+25
+0.3% +$1.12K 0.08% 91
2014
Q2
$388K Buy
8,703
+2,221
+34% +$98.2K 0.07% 98
2014
Q1
$279K Buy
6,482
+50
+0.8% +$2.1K 0.06% 94
2013
Q4
$276K Sell
6,432
-1,050
-14% -$44.3K 0.06% 95
2013
Q3
$298K Buy
7,482
+1,350
+22% +$55K 0.07% 94
2013
Q2
$243K Buy
+6,132
New +$249K 0.06% 97

Other funds holding XLP

Valley Wealth Managers's XLP Position: Q1 2026 in Review

Valley Wealth Managers reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 41% in Q1 2026, selling an estimated $20K and leaving 337 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Valley Wealth Managers first reported a position in XLP in Q2 2013 and has held it in 29 quarters since. The position peaked at $506K in Q4 2014. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Valley Wealth Managers held 337 shares of State Street Consumer Staples Select Sector SPDR ETF worth $27.6K as of Q1 2026.
  • Valley Wealth Managers sold 237 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $20K.
  • State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #235 holding.
  • Valley Wealth Managers first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 29 quarters since.
  • Valley Wealth Managers's State Street Consumer Staples Select Sector SPDR ETF position peaked at $506K in Q4 2014.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.