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

LifePlan Financial’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 		$9.38M Buy
112,886
+3,039
+3% +$254K 6.57% 3
2026
Q1 		$9.01M Buy
109,847
+6,696
+6% +$564K 6.65% 3
2025
Q4 		$8.01M Buy
103,151
+3,812
+4% +$298K 6.15% 3
2025
Q3 		$7.79M Buy
99,339
+2,511
+3% +$203K 6.17% 3
2025
Q2 		$7.84M Sell
96,828
-1,059
-1% -$85.9K 6.5% 3
2025
Q1 		$7.99M Buy
97,887
+2,806
+3% +$224K 6.97% 2
2024
Q4 		$7.47M Buy
95,081
+379
+0.4% +$30.8K 6.6% 3
2024
Q3 		$7.86M Buy
94,702
+1,706
+2% +$137K 6.75% 3
2024
Q2 		$7.12M Buy
92,996
+12,916
+16% +$985K 6.56% 3
2024
Q1 		$6.11M Buy
80,080
+14,217
+22% +$1.05M 5.6% 3
2023
Q4 		$4.74M Buy
+65,863
New +$4.56M 4.75% 3

Other funds holding XLP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

LifePlan Financial's XLP Position: Q2 2026 in Review

LifePlan Financial increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.8% in Q2 2026, buying an estimated $254K and bringing the position to 112,886 shares worth $9.38M. The position accounts for 6.57% of the portfolio, ranked #3.

LifePlan Financial first reported a position in XLP in Q4 2023 and has held it in 11 quarters since. 742 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • LifePlan Financial held 112,886 shares of State Street Consumer Staples Select Sector SPDR ETF worth $9.38M as of Q2 2026.
  • LifePlan Financial bought 3,039 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $254K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 6.57% of LifePlan Financial's portfolio in Q2 2026, its #3 holding.
  • LifePlan Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 742 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.