Plan Group Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$298K Sell
3,589
-78
-2% -$6.51K 0.06% 177
2026
Q1
$301K Buy
3,667
+57
+2% +$4.8K 0.07% 169
2025
Q4
$280K Hold
3,610
0.07% 161
2025
Q3
$283K Buy
+3,610
New +$292K 0.08% 147

Other funds holding XLP

Plan Group Financial's XLP Position: Q2 2026 in Review

Plan Group Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.1% in Q2 2026, selling an estimated $6.51K and leaving 3,589 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #177.

Plan Group Financial first reported a position in XLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $301K in Q1 2026. 1,242 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Plan Group Financial held 3,589 shares of State Street Consumer Staples Select Sector SPDR ETF worth $298K as of Q2 2026.
  • Plan Group Financial sold 78 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $6.51K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #177 holding.
  • Plan Group Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Plan Group Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $301K in Q1 2026.
  • 1,242 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.