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 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 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 Wealth Planners's XLP Position: Q1 2026 in Review

Phillips Wealth Planners reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 53% in Q1 2026, selling an estimated $477K and leaving 4,941 shares worth $412K. The position accounts for 0.31% of the portfolio, ranked #106.

Phillips Wealth Planners first reported a position in XLP in Q4 2022 and has held it in 14 quarters since. The position peaked at $874K in Q4 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Phillips Wealth Planners held 4,941 shares of State Street Consumer Staples Select Sector SPDR ETF worth $412K as of Q1 2026.
Phillips Wealth Planners sold 5,658 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $477K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.31% of Phillips Wealth Planners's portfolio in Q1 2026, its #106 holding.
Phillips Wealth Planners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $874K in Q4 2025.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.