XLP — SELECT SECTOR SPDR TR

Ownership history in SL ADVISORS, LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which SL ADVISORS, LLC reported a position in SELECT SECTOR SPDR TR (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.67% (2020 Q1)
Avg. % of fund
1.7%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,858 +3 +0.1% 0.77% $377K $77.68
2025 Q3 ADDED 4,855 +2 +0.0% 0.75% $381K $77.75
2025 Q2 ADDED 4,853 +2 +0.0% 0.71% $393K $79.78
2025 Q1 ADDED 4,851 +2 +0.0% 0.69% $396K $79.92
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLP price (monthly, adj. close)

Other funds also holding XLP

As of 2025 Q4 — sorted by position size

TLS Advisors LLC 3Y 19.09% Elliott Investment Management L.P. 3Y 6.88% STRATEGIC ADVISORY PARTNERS, LLC 6.52% LifePlan Financial, LLC 6.15% Biltmore Wealth Management, LLC 3Y 7Y 5.6% WestEnd Advisors, LLC 3Y 7Y 4.99% Perbak Capital Partners LLP 4.92% Conservest Capital Advisors, Inc. 3Y 7Y 4.39% FSC Wealth Advisors, LLC 3Y 4.15% Split Rock Private Trading & Wealth Management, LLC 3.77%
← Back to SL ADVISORS, LLC Holdings