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Retirement Guys Formula’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Retirement Guys Formula’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 		$2.38M Sell
29,028
-536
-2% -$45.1K 1.09% 24
2025
Q4 		$2.3M Sell
29,564
-1,095
-4% -$85.5K 1.05% 23
2025
Q3 		$2.4M Sell
30,659
-318
-1% -$25.7K 0.85% 31
2025
Q2 		$2.51M Buy
30,977
+1,466
+5% +$119K 0.95% 28
2025
Q1 		$2.41M Sell
29,511
-1,165
-4% -$93K 1.2% 19
2024
Q4 		$2.41M Sell
30,676
-673
-2% -$54.6K 1.22% 17
2024
Q3 		$2.6M Sell
31,349
-587
-2% -$47.1K 1.21% 15
2024
Q2 		$2.45M Sell
31,936
-678
-2% -$51.7K 1.17% 15
2024
Q1 		$2.49M Sell
32,614
-1,783
-5% -$132K 1.21% 16
2023
Q4 		$2.48M Sell
34,397
-2,251
-6% -$156K 1.33% 17
2023
Q3 		$2.52M Sell
36,648
-1,180
-3% -$86.4K 1.76% 12
2023
Q2 		$2.81M Buy
37,828
+875
+2% +$65.7K 1.63% 14
2023
Q1 		$2.76M Buy
36,953
+33
+0.1% +$2.41K 1.98% 11
2022
Q4 		$2.75M Sell
36,920
-16,394
-31% -$1.19M 2.26% 10
2022
Q3 		$3.56M Sell
53,314
-1,222
-2% -$89.5K 3.75% 5
2022
Q2 		$3.94M Sell
54,536
-7,091
-12% -$532K 4.04% 4
2022
Q1 		$4.68M Sell
61,627
-7,890
-11% -$594K 3.13% 6
2021
Q4 		$5.36M Buy
+69,517
New +$5.04M 4.25% 3

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

Retirement Guys Formula's XLP Position: Q1 2026 in Review

Retirement Guys Formula reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.8% in Q1 2026, selling an estimated $45.1K and leaving 29,028 shares worth $2.38M. The position accounts for 1.09% of the portfolio, ranked #24.

Retirement Guys Formula first reported a position in XLP in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.36M in Q4 2021. 1,248 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Retirement Guys Formula held 29,028 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.38M as of Q1 2026.
  • Retirement Guys Formula sold 536 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $45.1K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 1.09% of Retirement Guys Formula's portfolio in Q1 2026, its #24 holding.
  • Retirement Guys Formula first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.36M in Q4 2021.
  • 1,248 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.