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

LifeSteps 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 Q3	–	Sell	-20	Closed	-$1.66K	–	753
2026 Q2	$1.66K	Buy	+20	New	+$1.67K	﹤0.01%	697
2024 Q2	–	Sell	-20	Closed	-$1.53K	–	426
2024 Q1	$1.53K	Buy	+20	New	+$1.48K	﹤0.01%	400

Other funds holding XLP

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

LifeSteps Financial's XLP Position: Q3 2026 in Review

LifeSteps Financial sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2026, closing a stake of 20 shares — an estimated $1.66K sold.

LifeSteps Financial first reported a position in XLP in Q1 2024 and held it in 2 quarters. The position peaked at $1.66K in Q2 2026. 827 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

LifeSteps Financial reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
LifeSteps Financial sold 20 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $1.66K.
LifeSteps Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
LifeSteps Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.66K in Q2 2026.
827 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.