XLP β€” SELECT SECTOR SPDR TR

Ownership history in ARS Wealth Advisors Group, LLC  Β·  11 quarters on record

AI Ownership Summary

ARS Wealth Advisors Group, LLC reported SELECT SECTOR SPDR TR (XLP) in 11 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows XLP at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARS Wealth Advisors Group, LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

XLP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ARS Wealth Advisors Group, LLC held XLP β€” position size vs. price
% of Fund (quarterly)    XLP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,707 +161 +6.3% 0.02% $212K 2025-10-06 $76.41
2025 Q2 REDUCED 2,546 -299 -10.5% 0.02% $206K 2025-07-10 $79.47
2025 Q1 ADDED 2,845 +1 +0.0% 0.03% $232K 2025-04-14 $79.52
2024 Q4 REDUCED 2,844 -20 -0.7% 0.03% $224K 2025-01-14 $74.04
2024 Q3 ADDED 2,864 +101 +3.7% 0.03% $238K 2024-10-15 $79.25
2024 Q2 ADDED 2,763 +2,763 β€” 0.03% $212K 2024-07-19 $74.62
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ARS Wealth Advisors Group, LLC and XLP

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARS Wealth Advisors Group, LLC reported owning XLP?

ARS Wealth Advisors Group, LLC reported XLP across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported XLP position in ARS Wealth Advisors Group, LLC's portfolio?

The largest reported portfolio weight for XLP was 0.03% in 2025 Q1.

What is the latest reported XLP position on this page?

The most recent filing on this page is 2025 Q3, when ARS Wealth Advisors Group, LLC reported 2,707 shares, equal to 0.02% of portfolio, with an estimated market value of $212K.

What does the chart on this XLP ownership page compare?

The chart compares ARS Wealth Advisors Group, LLC's quarterly XLP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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