Retirement Guys Formula
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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
Q3 		$2.31M Sell
28,685
-1,130
-4% -$95.5K 0.86% 40
2026
Q2 		$2.48M Buy
29,815
+787
+3% +$65.7K 0.93% 35
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

Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Retirement Guys Formula's XLP Position: Q3 2026 in Review

Retirement Guys Formula reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 3.8% in Q3 2026, selling an estimated $95.5K and leaving 28,685 shares worth $2.31M. The position accounts for 0.86% of the portfolio, ranked #40.

Retirement Guys Formula first reported a position in XLP in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.36M in Q4 2021. 827 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • Retirement Guys Formula held 28,685 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.31M as of Q3 2026.
  • Retirement Guys Formula sold 1,130 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $95.5K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.86% of Retirement Guys Formula's portfolio in Q3 2026, its #40 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 20 quarters since.
  • Retirement Guys Formula's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.36M in Q4 2021.
  • 827 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.