LFG
XLP icon

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

Larson Financial 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
Q1 		$733K Buy
8,940
+1,960
+28% +$165K 0.02% 377
2025
Q4 		$542K Sell
6,980
-36,464
-84% -$2.85M 0.02% 435
2025
Q3 		$3.4M Buy
43,444
+6,846
+19% +$553K 0.12% 157
2025
Q2 		$2.96M Buy
36,598
+31,441
+610% +$2.55M 0.12% 166
2025
Q1 		$421K Sell
5,157
-1,552
-23% -$124K 0.02% 441
2024
Q4 		$527K Buy
6,709
+426
+7% +$34.6K 0.03% 342
2024
Q3 		$521K Buy
6,283
+183
+3% +$14.7K 0.03% 327
2024
Q2 		$467K Buy
6,100
+2,790
+84% +$213K 0.03% 287
2024
Q1 		$253K Sell
3,310
-21
-0.6% -$1.55K 0.02% 341
2023
Q4 		$240K Sell
3,331
-137
-4% -$9.49K 0.02% 311
2023
Q3 		$239K Buy
3,468
+1,014
+41% +$74.2K 0.02% 292
2023
Q2 		$182K Buy
2,454
+108
+5% +$8.11K 0.02% 331
2023
Q1 		$175K Buy
2,346
+53
+2% +$3.88K 0.02% 334
2022
Q4 		$171K Sell
2,293
-65
-3% -$4.74K 0.02% 325
2022
Q3 		$157K Buy
2,358
+1,116
+90% +$81.8K 0.02% 302
2022
Q2 		$90K Sell
1,242
-6,107
-83% -$458K 0.02% 272
2022
Q1 		$558K Buy
7,349
+1,507
+26% +$114K 0.09% 99
2021
Q4 		$450K Buy
5,842
+1,735
+42% +$126K 0.07% 125
2021
Q3 		$283K Hold
4,107
– – 0.06% 124
2021
Q2 		$287K Buy
4,107
+21
+0.5% +$1.47K 0.07% 99
2021
Q1 		$279K Buy
4,086
+3,914
+2,276% +$257K 0.08% 89
2020
Q4 		$12K Hold
172
– – ﹤0.01% 472
2020
Q3 		$11K Buy
172
+119
+225% +$7.51K ﹤0.01% 430
2020
Q2 		$3K Hold
53
– – ﹤0.01% 539
2020
Q1 		$3K Buy
+53
New +$3.22K ﹤0.01% 415

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Larson Financial Group's XLP Position: Q1 2026 in Review

Larson Financial Group increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 28% in Q1 2026, buying an estimated $165K and bringing the position to 8,940 shares worth $733K. The position accounts for 0.02% of the portfolio, ranked #377.

Larson Financial Group first reported a position in XLP in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.4M in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Larson Financial Group held 8,940 shares of State Street Consumer Staples Select Sector SPDR ETF worth $733K as of Q1 2026.
  • Larson Financial Group bought 1,960 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $165K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #377 holding.
  • Larson Financial Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
  • Larson Financial Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.4M in Q3 2025.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.