Total Wealth Planning & Management’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
$222K Buy
+2,678
New +$224K 0.15% 198
2025
Q2
$254K Buy
+3,141
New +$255K 0.21% 176

Other funds holding XLP

Total Wealth Planning & Management's XLP Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 2,678 shares worth $222K. The stake represents 0.15% of the portfolio and ranks #198 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in XLP as recently as Q2 2025.

Total Wealth Planning & Management first reported a position in XLP in Q2 2025 and has held it in 2 quarters since. The position peaked at $254K in Q2 2025. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Total Wealth Planning & Management held 2,678 shares of State Street Consumer Staples Select Sector SPDR ETF worth $222K as of Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Total Wealth Planning & Management position in Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.15% of Total Wealth Planning & Management's portfolio in Q2 2026, its #198 holding.
  • Total Wealth Planning & Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
  • Total Wealth Planning & Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $254K in Q2 2025.
  • 1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.