Litman Gregory Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$255K	Buy	3,288 +175	+6%	+$13.7K	0.02%	134
2025 Q3	$244K	Sell	3,113 -53	-2%	-$4.28K	0.02%	135
2025 Q2	$256K	Hold	3,166	–	–	0.02%	123
2025 Q1	$259K	Hold	3,166	–	–	0.02%	123
2024 Q4	$249K	Sell	3,166 -49	-2%	-$3.98K	0.02%	119
2024 Q3	$267K	Hold	3,215	–	–	0.02%	120
2024 Q2	$246K	Hold	3,215	–	–	0.02%	120
2024 Q1	$245K	Buy	+3,215	New	+$238K	0.02%	117
2019 Q3	–	Sell	-10	Closed	-$1K	–	241
2019 Q2	$1K	Buy	+10	New	+$573	﹤0.01%	239
2018 Q4	–	Sell	-93	Closed	-$5K	–	158
2018 Q3	$5K	Hold	93	–	–	﹤0.01%	102
2018 Q2	$5K	Hold	93	–	–	﹤0.01%	87
2018 Q1	$5K	Buy	+93	New	+$5.12K	﹤0.01%	153

Other funds holding XLP

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Litman Gregory Wealth Management's XLP Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 5.6% in Q4 2025, buying an estimated $13.7K and bringing the position to 3,288 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #134.

Litman Gregory Wealth Management first reported a position in XLP in Q1 2018 and has held it in 12 quarters since. The position peaked at $267K in Q3 2024. 1,219 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

Litman Gregory Wealth Management held 3,288 shares of State Street Consumer Staples Select Sector SPDR ETF worth $255K as of Q4 2025.
Litman Gregory Wealth Management bought 175 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $13.7K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #134 holding.
Litman Gregory Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and has held it in 12 quarters since.
Litman Gregory Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $267K in Q3 2024.
1,219 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.