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

PlanVest 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	$66.1K	Hold	819	–	–	0.04%	199
2026 Q2	$68.1K	Sell	819 -17	-2%	-$1.42K	0.05%	191
2026 Q1	$68.5K	Buy	+836	New	+$70.4K	0.05%	174

Other funds holding XLP

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Saudi Central Bank Riyadh, Saudi Arabia $9.9B AUM 48.69% 1-Year Est. Return

PlanVest Financial's XLP Position: Q3 2026 in Review

PlanVest Financial held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2026 at 819 shares worth $66.1K. The position accounts for 0.04% of the portfolio, ranked #199.

PlanVest Financial first reported a position in XLP in Q1 2026 and has held it in 3 quarters since. The position peaked at $68.5K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

PlanVest Financial held 819 shares of State Street Consumer Staples Select Sector SPDR ETF worth $66.1K as of Q3 2026.
PlanVest Financial left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.04% of PlanVest Financial's portfolio in Q3 2026, its #199 holding.
PlanVest Financial first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
PlanVest Financial's State Street Consumer Staples Select Sector SPDR ETF position peaked at $68.5K in Q1 2026.
1,082 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.