Valmark Advisers’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
Q2 | $8.49M | Sell |
102,222
-3,405
| -3% | -$284K | 0.09% | 103 |
|
|
2026
Q1 | $8.66M | Buy |
105,627
+3,624
| +4% | +$305K | 0.1% | 94 |
|
|
2025
Q4 | $7.92M | Buy |
102,003
+95,070
| +1,371% | +$7.42M | 0.1% | 96 |
|
|
2025
Q3 | $543K | Sell |
6,933
-1,375
| -17% | -$111K | 0.01% | 419 |
|
|
2025
Q2 | $673K | Buy |
8,308
+161
| +2% | +$13.1K | 0.01% | 400 |
|
|
2025
Q1 | $665K | Sell |
8,147
-1,328
| -14% | -$106K | 0.01% | 382 |
|
|
2024
Q4 | $745K | Buy |
9,475
+1,388
| +17% | +$113K | 0.01% | 358 |
|
|
2024
Q3 | $671K | Sell |
8,087
-109
| -1% | -$8.75K | 0.01% | 368 |
|
|
2024
Q2 | $628K | Buy |
8,196
+191
| +2% | +$14.6K | 0.01% | 357 |
|
|
2024
Q1 | $611K | Sell |
8,005
-76
| -0.9% | -$5.62K | 0.01% | 342 |
|
|
2023
Q4 | $582K | Sell |
8,081
-737
| -8% | -$51.1K | 0.01% | 327 |
|
|
2023
Q3 | $607K | Sell |
8,818
-564
| -6% | -$41.3K | 0.01% | 297 |
|
|
2023
Q2 | $696K | Sell |
9,382
-55,073
| -85% | -$4.13M | 0.01% | 281 |
|
|
2023
Q1 | $4.82M | Buy |
64,455
+2,974
| +5% | +$218K | 0.1% | 74 |
|
|
2022
Q4 | $4.58M | Buy |
61,481
+3,047
| +5% | +$222K | 0.11% | 72 |
|
|
2022
Q3 | $3.9M | Buy |
58,434
+3,324
| +6% | +$244K | 0.08% | 72 |
|
|
2022
Q2 | $3.98M | Buy |
55,110
+1,498
| +3% | +$112K | 0.08% | 73 |
|
|
2022
Q1 | $4.07M | Buy |
53,612
+4,944
| +10% | +$372K | 0.07% | 79 |
|
|
2021
Q4 | $3.75M | Buy |
48,668
+205
| +0.4% | +$14.9K | 0.06% | 82 |
|
|
2021
Q3 | $3.34M | Buy |
48,463
+211
| +0.4% | +$15K | 0.06% | 85 |
|
|
2021
Q2 | $3.38M | Sell |
48,252
-404
| -0.8% | -$28.3K | 0.06% | 85 |
|
|
2021
Q1 | $3.32M | Buy |
48,656
+511
| +1% | +$33.6K | 0.06% | 77 |
|
|
2020
Q4 | $3.25M | Buy |
48,145
+778
| +2% | +$51.4K | 0.07% | 72 |
|
|
2020
Q3 | $3.04M | Buy |
47,367
+1,528
| +3% | +$96.5K | 0.07% | 71 |
|
|
2020
Q2 | $2.69M | Sell |
45,839
-442
| -1% | -$25.8K | 0.06% | 65 |
|
|
2020
Q1 | $2.52M | Buy |
46,281
+6,334
| +16% | +$384K | 0.07% | 59 |
|
|
2019
Q4 | $2.52M | Buy |
39,947
+6,130
| +18% | +$378K | 0.05% | 56 |
|
|
2019
Q3 | $2.08M | Buy |
33,817
+2,660
| +9% | +$160K | 0.05% | 66 |
|
|
2019
Q2 | $1.81M | Buy |
31,157
+8,689
| +39% | +$497K | 0.04% | 66 |
|
|
2019
Q1 | $1.26M | Buy |
22,468
+4,938
| +28% | +$264K | 0.03% | 78 |
|
|
2018
Q4 | $890K | Buy |
17,530
+10,121
| +137% | +$549K | 0.02% | 94 |
|
|
2018
Q3 | $400K | Buy |
7,409
+2,594
| +54% | +$139K | 0.01% | 140 |
|
|
2018
Q2 | $248K | Sell |
4,815
-905
| -16% | -$46K | 0.01% | 167 |
|
|
2018
Q1 | $301K | Sell |
5,720
-367
| -6% | -$20.2K | 0.01% | 149 |
|
|
2017
Q4 | $346K | Buy |
+6,087
| New | +$335K | 0.01% | 138 |
|
Other funds holding XLP
Valmark Advisers's XLP Position: Q2 2026 in Review
Valmark Advisers reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.2% in Q2 2026, selling an estimated $284K and leaving 102,222 shares worth $8.49M. The position accounts for 0.09% of the portfolio, ranked #103.
Valmark Advisers first reported a position in XLP in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.66M in Q1 2026. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.
- Valmark Advisers held 102,222 shares of State Street Consumer Staples Select Sector SPDR ETF worth $8.49M as of Q2 2026.
- Valmark Advisers sold 3,405 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $284K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of Valmark Advisers's portfolio in Q2 2026, its #103 holding.
- Valmark Advisers first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
- Valmark Advisers's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.66M in Q1 2026.
- 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.