Life Plan Financial, LLC Consumer Staples Sector Spdr Transaction History

Life Plan Financial, LLC

$130 Billion
Q4 2025

A detailed history of Life Plan Financial, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Life Plan Financial, LLC holds 103,151 shares of XLP stock, worth $7.84 Million. This represents 6.15% of its overall portfolio holdings.

Number of Shares

103,151

Previous 99,339 3.84%

Holding current value

$7.84 Million

Previous $7.79 Billion 2.92%

% of portfolio

6.15%

Previous 6.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	N/A	3,812 Added 3.84%	103,151 $8.01 Billion
Q3 2025 Nov 13, 2025	BUY	N/A	2,511 Added 2.59%	99,339 $7.79 Billion
Q2 2025 Jul 09, 2025	SELL	N/A	-1,059 Reduced 1.08%	96,828 $7.84 Billion
Q1 2025 Apr 25, 2025	BUY	N/A	2,806 Added 2.95%	97,887 $7.99 Billion
Q4 2024 Jan 16, 2025	BUY	N/A	379 Added 0.4%	95,081 $7.47 Billion

Q3 2024 Oct 03, 2024	BUY	$76.04 - $76.04 $129,724 - $129,724	1,706 Added 1.83%	94,702 $7.86 Billion
Q2 2024 Jul 30, 2024	BUY	$73.08 - $78.4 $943,901 - $1.01 Million	12,916 Added 16.13%	92,996 $7.12 Billion
Q1 2024 Apr 30, 2024	BUY	$71.59 - $76.36 $1.02 Million - $1.09 Million	14,217 Added 21.59%	80,080 $6.11 Billion
Q4 2023 Jan 30, 2024	BUY	$66.22 - $72.3 $4.36 Million - $4.76 Million	65,863 New	65,863 $4.74 Billion

Others Institutions Holding XLP

# of Institutions

1,381

Shares Held

205M

Call Options Held

5.46M

Put Options Held

43.2M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Account

Life Plan Financial, LLC Consumer Staples Sector Spdr Transaction History