Sequent Planning’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.69M Buy
20,377
+1,583
+8% +$132K 0.36% 63
2026
Q1
$1.54M Buy
18,794
+1,759
+10% +$148K 0.37% 59
2025
Q4
$1.32M Buy
17,035
+3,307
+24% +$258K 0.34% 69
2025
Q3
$1.08M Buy
13,728
+5,228
+62% +$422K 0.31% 72
2025
Q2
$688K Buy
8,500
+1,798
+27% +$146K 0.22% 76
2025
Q1
$547K Buy
6,702
+1,760
+36% +$140K 0.2% 76
2024
Q4
$389K Buy
4,942
+643
+15% +$52.2K 0.14% 96
2024
Q3
$357K Buy
4,299
+289
+7% +$23.2K 0.12% 109
2024
Q2
$305K Buy
4,010
+1,085
+37% +$82.8K 0.1% 109
2024
Q1
$223K Buy
+2,925
New +$216K 0.08% 129

Other funds holding XLP

Sequent Planning's XLP Position: Q2 2026 in Review

Sequent Planning increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 8.4% in Q2 2026, buying an estimated $132K and bringing the position to 20,377 shares worth $1.69M. The position accounts for 0.36% of the portfolio, ranked #63.

Sequent Planning first reported a position in XLP in Q1 2024 and has held it in 10 quarters since. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Sequent Planning held 20,377 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.69M as of Q2 2026.
  • Sequent Planning bought 1,583 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $132K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.36% of Sequent Planning's portfolio in Q2 2026, its #63 holding.
  • Sequent Planning first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.