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Planning Directions’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Planning Directions’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 		$1.29M Buy
15,687
+6
+0% +$505 0.65% 30
2025
Q4 		$1.22M Sell
15,681
-424
-3% -$33.1K 0.61% 29
2025
Q3 		$1.26M Sell
16,105
-473
-3% -$38.2K 0.66% 27
2025
Q2 		$1.34M Sell
16,578
-1,311
-7% -$106K 0.76% 25
2025
Q1 		$1.46M Sell
17,889
-525
-3% -$41.9K 0.62% 35
2024
Q4 		$1.45M Sell
18,414
-1,411
-7% -$115K 0.84% 25
2024
Q3 		$1.65M Sell
19,825
-1,271
-6% -$102K 0.98% 20
2024
Q2 		$1.62M Sell
21,096
-4,281
-17% -$327K 1.1% 18
2024
Q1 		$1.94M Sell
25,377
-5,922
-19% -$438K 1.35% 14
2023
Q4 		$2.25M Sell
31,299
-4,690
-13% -$325K 1.61% 12
2023
Q3 		$2.48M Sell
35,989
-667
-2% -$48.8K 1.9% 11
2023
Q2 		$2.72M Sell
36,656
-792
-2% -$59.4K 1.98% 10
2023
Q1 		$2.8M Sell
37,448
-1,700
-4% -$124K 2.08% 10
2022
Q4 		$2.92M Sell
39,148
-304
-0.8% -$22.1K 2.23% 10
2022
Q3 		$2.63M Buy
39,452
+2,082
+6% +$153K 2.13% 9
2022
Q2 		$2.7M Buy
37,370
+189
+0.5% +$14.2K 2.07% 9
2022
Q1 		$2.82M Sell
37,181
-1,052
-3% -$79.3K 1.98% 9
2021
Q4 		$2.95M Buy
38,233
+252
+0.7% +$18.3K 1.96% 12
2021
Q3 		$2.62M Buy
37,981
+628
+2% +$44.8K 1.9% 12
2021
Q2 		$2.61M Buy
37,353
+1,686
+5% +$118K 1.91% 11
2021
Q1 		$2.44M Buy
35,667
+371
+1% +$24.4K 1.92% 11
2020
Q4 		$2.38M Sell
35,296
-670
-2% -$44.3K 1.93% 12
2020
Q3 		$2.31M Sell
35,966
-2,808
-7% -$177K 2.03% 11
2020
Q2 		$2.27M Buy
+38,774
New +$2.26M 2.12% 11
2020
Q1 		– Sell
-38,090
Closed -$2.4M – 104
2019
Q4 		$2.4M Buy
38,090
+285
+0.8% +$17.6K 2.22% 10
2019
Q3 		$2.32M Sell
37,805
-681
-2% -$40.9K 2.23% 10
2019
Q2 		$2.23M Sell
38,486
-468
-1% -$26.8K 2.27% 10
2019
Q1 		$2.19M Buy
38,954
+895
+2% +$47.9K 2.6% 9
2018
Q4 		$1.93M Buy
38,059
+684
+2% +$37.1K 2.39% 9
2018
Q3 		$2.02M Buy
37,375
+250
+0.7% +$13.4K 1.87% 10
2018
Q2 		$1.91M Sell
37,125
-543
-1% -$27.6K 1.85% 12
2018
Q1 		$1.98M Buy
+37,668
New +$2.08M 1.94% 11

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Planning Directions's XLP Position: Q1 2026 in Review

Planning Directions increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.04% in Q1 2026, buying an estimated $505 and bringing the position to 15,687 shares worth $1.29M. The position accounts for 0.65% of the portfolio, ranked #30.

Planning Directions first reported a position in XLP in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.95M in Q4 2021. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Planning Directions held 15,687 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.29M as of Q1 2026.
  • Planning Directions bought 6 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $505.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.65% of Planning Directions's portfolio in Q1 2026, its #30 holding.
  • Planning Directions first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and has held it in 32 quarters since.
  • Planning Directions's State Street Consumer Staples Select Sector SPDR ETF position peaked at $2.95M in Q4 2021.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.