Phillips Financial Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Phillips Financial 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
2026 Q1	$27.1K	Hold	330	–	–	﹤0.01%	252
2025 Q4	$25.6K	Hold	330	–	–	﹤0.01%	270
2025 Q3	$25.9K	Hold	330	–	–	﹤0.01%	274
2025 Q2	$26.7K	Hold	330	–	–	﹤0.01%	241
2025 Q1	$27K	Hold	330	–	–	﹤0.01%	228
2024 Q4	$25.9K	Hold	330	–	–	﹤0.01%	224
2024 Q3	$27.4K	Sell	330 -296	-47%	-$23.8K	﹤0.01%	233
2024 Q2	$47.9K	Buy	626 +296	+90%	+$22.6K	﹤0.01%	218
2024 Q1	$25.2K	Hold	330	–	–	﹤0.01%	221
2023 Q4	$23.8K	Hold	330	–	–	﹤0.01%	210
2023 Q3	$22.7K	Hold	330	–	–	﹤0.01%	208
2023 Q2	$24.5K	Hold	330	–	–	﹤0.01%	203
2023 Q1	$24.7K	Hold	330	–	–	﹤0.01%	207
2022 Q4	$24.6K	Hold	330	–	–	﹤0.01%	195
2022 Q3	$22K	Buy	+330	New	+$24.2K	﹤0.01%	187

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

Phillips Financial Management's XLP Position: Q1 2026 in Review

Phillips Financial Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q1 2026 at 330 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Phillips Financial Management first reported a position in XLP in Q3 2022 and has held it in 15 quarters since. The position peaked at $47.9K in Q2 2024. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Phillips Financial Management held 330 shares of State Street Consumer Staples Select Sector SPDR ETF worth $27.1K as of Q1 2026.
Phillips Financial Management left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #252 holding.
Phillips Financial Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $47.9K in Q2 2024.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.