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

Plan Group Financial’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	$403K	Buy	4,589 +1,000	+28%	+$84.5K	0.08%	147
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Praxis Capital Management Chicago, Illinois $58.9M AUM 23.63% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Plan Group Financial's XLP Position: Q3 2026 in Review

Plan Group Financial increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 28% in Q3 2026, buying an estimated $84.5K and bringing the position to 4,589 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #147.

Plan Group Financial first reported a position in XLP in Q3 2025 and has held it in 5 quarters since. 401 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Plan Group Financial held 4,589 shares of State Street Consumer Staples Select Sector SPDR ETF worth $403K as of Q3 2026.
Plan Group Financial bought 1,000 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $84.5K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.08% of Plan Group Financial's portfolio in Q3 2026, its #147 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 5 quarters since.
401 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.