Next Level Wealth Planning
XLP icon

Next Level Wealth Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Next Level Wealth Planning’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 		$19.1K Buy
+237
New +$20K 0.01% 271

Other funds holding XLP

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Greenwood Gearhart
Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Next Level Wealth Planning's XLP Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2026: 237 shares worth $19.1K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings.

714 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • Next Level Wealth Planning held 237 shares of State Street Consumer Staples Select Sector SPDR ETF worth $19.1K as of Q3 2026.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Next Level Wealth Planning position in Q3 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #271 holding.
  • 714 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.