Holistic Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Holistic Planning's XLP Position: Q2 2026 in Review
Holistic Planning increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 21% in Q2 2026, buying an estimated $329K and bringing the position to 23,076 shares worth $1.92M. The position accounts for 0.3% of the portfolio, ranked #79.
Holistic Planning first reported a position in XLP in Q3 2024 and has held it in 8 quarters since. 1,240 funds tracked by Wall St. Rank hold XLP as of Q2 2026.
- Holistic Planning held 23,076 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.92M as of Q2 2026.
- Holistic Planning bought 3,945 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $329K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.3% of Holistic Planning's portfolio in Q2 2026, its #79 holding.
- Holistic Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
- 1,240 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.
Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.