Total Wealth Planning & Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Total Wealth Planning & Management’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
2025 Q2	$254K	Buy	+3,141	New	+$255K	0.21%	176

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Total Wealth Planning & Management's XLP Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025: 3,141 shares worth $254K. The stake represents 0.21% of the portfolio and ranks #176 among its holdings.

1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Total Wealth Planning & Management held 3,141 shares of State Street Consumer Staples Select Sector SPDR ETF worth $254K as of Q2 2025.
State Street Consumer Staples Select Sector SPDR ETF was a new Total Wealth Planning & Management position in Q2 2025.
State Street Consumer Staples Select Sector SPDR ETF made up 0.21% of Total Wealth Planning & Management's portfolio in Q2 2025, its #176 holding.
1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.