LPWM LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

LPWM LLC’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	$209K	Buy	+2,548	New	+$215K	0.05%	91
2025 Q4	–	Sell	-3,245	Closed	-$254K	–	88
2025 Q3	$254K	Buy	3,245 +251	+8%	+$20.3K	0.07%	76
2025 Q2	$242K	Hold	2,994	–	–	0.07%	78
2025 Q1	$245K	Hold	2,994	–	–	0.08%	73
2024 Q4	$235K	Buy	+2,994	New	+$243K	0.08%	72

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPWM LLC's XLP Position: Q1 2026 in Review

LPWM LLC opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026: 2,548 shares worth $209K. The stake represents 0.05% of the portfolio and ranks #91 among its holdings. This is a return to the name: LPWM LLC previously reported a position in XLP as recently as Q3 2025.

LPWM LLC first reported a position in XLP in Q4 2024 and has held it in 5 quarters since. The position peaked at $254K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

LPWM LLC held 2,548 shares of State Street Consumer Staples Select Sector SPDR ETF worth $209K as of Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new LPWM LLC position in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of LPWM LLC's portfolio in Q1 2026, its #91 holding.
LPWM LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
LPWM LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $254K 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 LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.