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 Q3	$205K	Hold	2,548	–	–	0.04%	97
2026 Q2	$212K	Hold	2,548	–	–	0.05%	94
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

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

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Trust Asset Management Houston, Texas $1.64B AUM 22.7% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

LPWM LLC's XLP Position: Q3 2026 in Review

LPWM LLC held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2026 at 2,548 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #97.

LPWM LLC first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $254K in Q3 2025. 601 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

LPWM LLC held 2,548 shares of State Street Consumer Staples Select Sector SPDR ETF worth $205K as of Q3 2026.
LPWM LLC left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of LPWM LLC's portfolio in Q3 2026, its #97 holding.
LPWM LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
LPWM LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $254K in Q3 2025.
601 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.