Ownership history in LifePlan Financial, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which LifePlan Financial, LLC reported a position in SELECT SECTOR SPDR TR (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 103,151 | +3,812 | +3.8% | 6.15% | $8.0M | $77.68 |
| 2025 Q3 | ADDED | 99,339 | +2,511 | +2.6% | 6.17% | $7.8M | $77.75 |
| 2025 Q2 | REDUCED | 96,828 | -1,059 | -1.1% | 6.50% | $7.8M | $79.78 |
| 2025 Q1 | ADDED | 97,887 | +2,806 | +3.0% | 6.97% | $8.0M | $79.92 |
| 2024 Q4 | ADDED | 95,081 | +379 | +0.4% | 6.60% | $7.5M | $76.52 |
| 2024 Q3 | ADDED | 94,702 | +1,706 | +1.8% | 6.75% | $7.9M | $80.18 |
| 2024 Q2 | ADDED | 92,996 | +12,916 | +16.1% | 6.56% | $7.1M | $73.59 |
| 2024 Q1 | ADDED | 80,080 | +14,217 | +21.6% | 5.60% | $6.1M | $72.83 |
| 2023 Q4 | INITIATED | 65,863 | — | — | 4.75% | $4.7M | — |
As of 2025 Q4 — sorted by position size