Peak Retirement Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Peak Retirement 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 Q2	$689K	Sell	8,300 -146,377	-95%	-$12.2M	0.11%	92
2026 Q1	$12.7M	Buy	154,677 +27,307	+21%	+$2.3M	2.53%	8
2025 Q4	$9.89M	Buy	127,370 +124,647	+4,578%	+$9.73M	2.32%	11
2025 Q3	$213K	Sell	2,723 -1,654	-38%	-$134K	0.06%	124
2025 Q2	$354K	Sell	4,377 -67,611	-94%	-$5.49M	0.14%	94
2025 Q1	$5.88M	Buy	71,988 +5,448	+8%	+$435K	3.26%	4
2024 Q4	$4.95M	Buy	+66,540	New	+$5.4M	3.35%	5

Other funds holding XLP

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

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

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Peak Retirement Planning's XLP Position: Q2 2026 in Review

Peak Retirement Planning reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 95% in Q2 2026, selling an estimated $12.2M and leaving 8,300 shares worth $689K. The position accounts for 0.11% of the portfolio, ranked #92.

Peak Retirement Planning first reported a position in XLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q1 2026. 1,234 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Peak Retirement Planning held 8,300 shares of State Street Consumer Staples Select Sector SPDR ETF worth $689K as of Q2 2026.
Peak Retirement Planning sold 146,377 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $12.2M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.11% of Peak Retirement Planning's portfolio in Q2 2026, its #92 holding.
Peak Retirement Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Peak Retirement Planning's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12.7M in Q1 2026.
1,234 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.