Intrepid Financial Planning Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Intrepid Financial Planning Group’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
2026 Q2	$723K	Sell	8,705 -187	-2%	-$15.6K	0.25%	62
2026 Q1	$729K	Sell	8,892 -337	-4%	-$28.4K	0.29%	60
2025 Q4	$717K	Sell	9,229 -271	-3%	-$21.2K	0.27%	60
2025 Q3	$744K	Sell	9,500 -245	-3%	-$19.8K	0.28%	62
2025 Q2	$789K	Sell	9,745 -56	-0.6%	-$4.54K	0.33%	58
2025 Q1	$800K	Sell	9,801 -275	-3%	-$21.9K	0.37%	52
2024 Q4	$792K	Sell	10,076 -199	-2%	-$16.2K	0.33%	56
2024 Q3	$853K	Buy	+10,275	New	+$825K	0.37%	54

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intrepid Financial Planning Group's XLP Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.1% in Q2 2026, selling an estimated $15.6K and leaving 8,705 shares worth $723K. The position accounts for 0.25% of the portfolio, ranked #62.

Intrepid Financial Planning Group first reported a position in XLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $853K in Q3 2024. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Intrepid Financial Planning Group held 8,705 shares of State Street Consumer Staples Select Sector SPDR ETF worth $723K as of Q2 2026.
Intrepid Financial Planning Group sold 187 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $15.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.25% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #62 holding.
Intrepid Financial Planning Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Intrepid Financial Planning Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $853K in Q3 2024.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.