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Phillips Wealth Planners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Phillips Wealth Planners’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 		– Sell
-4,941
Closed -$412K – 226
2026
Q1 		$412K Sell
4,941
-5,658
-53% -$477K 0.31% 106
2025
Q4 		$874K Buy
10,599
+701
+7% +$54.7K 0.7% 42
2025
Q3 		$767K Buy
9,898
+1,382
+16% +$112K 0.64% 45
2025
Q2 		$693K Buy
8,516
+279
+3% +$22.6K 0.63% 49
2025
Q1 		$662K Sell
8,237
-427
-5% -$34.1K 0.7% 45
2024
Q4 		$661K Buy
8,664
+1,285
+17% +$104K 0.66% 41
2024
Q3 		$608K Buy
7,379
+1,406
+24% +$113K 0.58% 49
2024
Q2 		$462K Buy
5,973
+18
+0.3% +$1.37K 0.49% 70
2024
Q1 		$435K Sell
5,955
-3,661
-38% -$271K 0.5% 70
2023
Q4 		$695K Sell
9,616
-1,925
-17% -$133K 0.84% 34
2023
Q3 		$779K Buy
11,541
+826
+8% +$60.5K 1.06% 23
2023
Q2 		$795K Buy
10,715
+1,210
+13% +$90.8K 1.04% 23
2023
Q1 		$737K Buy
9,505
+46
+0.5% +$3.37K 0.97% 29
2022
Q4 		$698K Buy
+9,459
New +$689K 1.22% 25

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phillips Wealth Planners's XLP Position: Q2 2026 in Review

Phillips Wealth Planners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 4,941 shares — an estimated $412K sold.

Phillips Wealth Planners first reported a position in XLP in Q4 2022 and held it in 14 quarters. The position peaked at $874K in Q4 2025. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Phillips Wealth Planners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 4,941 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $412K.
  • Phillips Wealth Planners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 14 quarters.
  • Phillips Wealth Planners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $874K in Q4 2025.
  • 1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.