PlanVest Financial’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
PlanVest Financial's XLP Position: Q2 2026 in Review
PlanVest Financial reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2% in Q2 2026, selling an estimated $1.42K and leaving 819 shares worth $68.1K. The position accounts for 0.05% of the portfolio, ranked #191.
PlanVest Financial first reported a position in XLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $68.5K in Q1 2026. 1,216 funds tracked by Wall St. Rank hold XLP as of Q2 2026.
- PlanVest Financial held 819 shares of State Street Consumer Staples Select Sector SPDR ETF worth $68.1K as of Q2 2026.
- PlanVest Financial sold 17 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $1.42K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #191 holding.
- PlanVest Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- PlanVest Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $68.5K in Q1 2026.
- 1,216 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.
Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.