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Essential Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-33,020
Closed -$2.68M – 308
2024
Q4 		$2.68M Buy
+33,020
New +$2.68M 0.02% 170

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essential Planning's XLP Position: Q1 2025 in Review

Essential Planning sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2025, closing a stake of 33,020 shares — an estimated $2.68M sold.

Essential Planning first reported a position in XLP in Q4 2024 and held it in 1 quarter. The position peaked at $2.68M in Q4 2024. 1,190 funds tracked by Wall St. Rank hold XLP as of Q1 2025.

  • Essential Planning reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 33,020 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2025, an estimated $2.68M.
  • Essential Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.68M in Q4 2024.
  • 1,190 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.