Holistic Planning’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
Q1
$1.57M Buy
19,131
+7
+0% +$590 0.31% 70
2025
Q4
$1.49M Buy
19,124
+4,960
+35% +$387K 0.32% 70
2025
Q3
$1.11M Buy
14,164
+316
+2% +$25.5K 0.29% 65
2025
Q2
$1.12M Buy
13,848
+903
+7% +$73.3K 0.32% 60
2025
Q1
$1.06M Buy
12,945
+864
+7% +$69K 0.36% 53
2024
Q4
$950K Buy
12,081
+8,667
+254% +$704K 0.34% 57
2024
Q3
$283K Buy
+3,414
New +$274K 0.12% 122

Other funds holding XLP

Holistic Planning's XLP Position: Q1 2026 in Review

Holistic Planning increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.04% in Q1 2026, buying an estimated $590 and bringing the position to 19,131 shares worth $1.57M. The position accounts for 0.31% of the portfolio, ranked #70.

Holistic Planning first reported a position in XLP in Q3 2024 and has held it in 7 quarters since. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Holistic Planning held 19,131 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.57M as of Q1 2026.
  • Holistic Planning bought 7 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $590.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.31% of Holistic Planning's portfolio in Q1 2026, its #70 holding.
  • Holistic Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.