Retirement Planning Company of New England’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Retirement Planning Company of New England’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 Q2	$255K	Buy	3,074 +6	+0.2%	+$501	0.09%	226
2026 Q1	$252K	Sell	3,068 -2	-0.1%	-$168	0.1%	213
2025 Q4	$238K	Buy	3,070 +8	+0.3%	+$624	0.1%	221
2025 Q3	$240K	Buy	3,062 +7	+0.2%	+$566	0.1%	217
2025 Q2	$247K	Sell	3,055 -137	-4%	-$11.1K	0.11%	202
2025 Q1	$261K	Sell	3,192 -23	-0.7%	-$1.84K	0.13%	190
2024 Q4	$253K	Buy	3,215 +9	+0.3%	+$731	0.12%	194
2024 Q3	$266K	Sell	3,206 -24	-0.7%	-$1.93K	0.13%	184
2024 Q2	$247K	Buy	3,230 +8	+0.2%	+$610	0.13%	181
2024 Q1	$246K	Sell	3,222 -127	-4%	-$9.39K	0.13%	188
2023 Q4	$241K	Buy	3,349 +93	+3%	+$6.44K	0.11%	191
2023 Q3	$224K	Sell	3,256 -161	-5%	-$11.8K	0.12%	176
2023 Q2	$253K	Sell	3,417 -125	-4%	-$9.38K	0.15%	177
2023 Q1	$265K	Sell	3,542 -2	-0.1%	-$146	0.16%	170
2022 Q4	$264K	Sell	3,544 -2	-0.1%	-$146	0.17%	169
2022 Q3	$236K	Sell	3,546 -33	-0.9%	-$2.42K	0.17%	174
2022 Q2	$258K	Buy	3,579 +8	+0.2%	+$601	0.18%	166
2022 Q1	$271K	Sell	3,571 -14	-0.4%	-$1.05K	0.15%	182
2021 Q4	$276K	Buy	+3,585	New	+$260K	0.13%	172

Other funds holding XLP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Retirement Planning Company of New England's XLP Position: Q2 2026 in Review

Retirement Planning Company of New England increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.2% in Q2 2026, buying an estimated $501 and bringing the position to 3,074 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #226.

Retirement Planning Company of New England first reported a position in XLP in Q4 2021 and has held it in 19 quarters since. The position peaked at $276K in Q4 2021. 849 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Retirement Planning Company of New England held 3,074 shares of State Street Consumer Staples Select Sector SPDR ETF worth $255K as of Q2 2026.
Retirement Planning Company of New England bought 6 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $501.
State Street Consumer Staples Select Sector SPDR ETF made up 0.09% of Retirement Planning Company of New England's portfolio in Q2 2026, its #226 holding.
Retirement Planning Company of New England first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Retirement Planning Company of New England's State Street Consumer Staples Select Sector SPDR ETF position peaked at $276K in Q4 2021.
849 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.