Phillips Financial Management
XLP icon

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
Q3 		$26.6K Hold
330
– – ﹤0.01% 255
2026
Q2 		$27.4K Hold
330
– – ﹤0.01% 261
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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
Praxis Capital Management
Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
LifePlan Financial
LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

Phillips Financial Management's XLP Position: Q3 2026 in Review

Phillips Financial Management held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2026 at 330 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Phillips Financial Management first reported a position in XLP in Q3 2022 and has held it in 17 quarters since. The position peaked at $47.9K in Q2 2024. 309 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • Phillips Financial Management held 330 shares of State Street Consumer Staples Select Sector SPDR ETF worth $26.6K as of Q3 2026.
  • Phillips Financial Management 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 ﹤0.01% of Phillips Financial Management's portfolio in Q3 2026, its #255 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 17 quarters since.
  • Phillips Financial Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $47.9K in Q2 2024.
  • 309 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.