Legacy Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Legacy Advisors’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
2026 Q2	$2.6M	Buy	31,246 +5	+0%	+$418	0.24%	53
2026 Q1	$2.56M	Buy	31,241 +2,713	+10%	+$228K	0.3%	48
2025 Q4	$2.22M	Buy	28,528 +6	+0%	+$468	0.24%	53
2025 Q3	$2.24M	Buy	+28,522	New	+$2.3M	0.28%	49
2025 Q2	–	Sell	-28,513	Closed	-$2.33M	–	421
2025 Q1	$2.33M	Buy	28,513 +4	+0%	+$319	0.24%	80
2024 Q4	$2.24M	Buy	28,509 +5	+0%	+$406	0.22%	79
2024 Q3	$2.37M	Buy	28,504 +3	+0%	+$241	0.26%	72
2024 Q2	$2.18M	Buy	28,501 +5	+0%	+$381	0.27%	72
2024 Q1	$2.18M	Buy	28,496 +5	+0%	+$370	0.27%	67
2023 Q4	$2.05M	Buy	28,491 +5	+0%	+$346	0.26%	80
2023 Q3	$1.96M	Buy	28,486 +4	+0%	+$293	0.32%	79
2023 Q2	$2.11M	Buy	28,482 +5	+0%	+$375	0.31%	76
2023 Q1	$2.13M	Buy	28,477 +3	+0%	+$219	0.39%	63
2022 Q4	$2.12M	Buy	28,474 +4	+0%	+$291	0.39%	58
2022 Q3	$1.9M	Buy	28,470 +4	+0%	+$293	0.42%	49
2022 Q2	$2.06M	Buy	28,466 +4	+0%	+$300	0.43%	42
2022 Q1	$2.16M	Buy	28,462 +3	+0%	+$226	0.42%	44
2021 Q4	$2.19M	Buy	28,459 +4	+0%	+$290	0.8%	26
2021 Q3	$1.96M	Buy	28,455 +4	+0%	+$285	0.78%	25
2021 Q2	$1.99M	Buy	28,451 +4	+0%	+$280	0.81%	25
2021 Q1	$1.94M	Buy	28,447 +3	+0%	+$197	0.86%	22
2020 Q4	$1.92M	Sell	28,444 -468	-2%	-$30.9K	1.09%	20
2020 Q3	$1.85M	Sell	28,912 -538	-2%	-$34K	1.22%	19
2020 Q2	$1.73M	Buy	29,450 +4	+0%	+$233	1.37%	21
2020 Q1	$1.6M	Buy	29,446 +3	+0%	+$182	1.61%	19
2019 Q4	$1.85M	Buy	29,443 +5	+0%	+$308	1.18%	21
2019 Q3	$1.81M	Buy	29,438 +4	+0%	+$240	1.35%	20
2019 Q2	$1.71M	Sell	29,434 -28,982	-50%	-$1.66M	1.16%	23
2019 Q1	$3.28M	Buy	58,416 +29,366	+101%	+$1.57M	1.06%	26
2018 Q4	$1.48M	Buy	29,050 +261	+0.9%	+$14.2K	1.12%	26
2018 Q3	$1.55M	Buy	28,789 +206	+0.7%	+$11.1K	0.76%	41
2018 Q2	$1.47M	Buy	28,583 +219	+0.8%	+$11.1K	1.1%	24
2018 Q1	$1.49M	Buy	+28,364	New	+$1.56M	1.1%	26

Other funds holding XLP

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Legacy Advisors's XLP Position: Q2 2026 in Review

Legacy Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.02% in Q2 2026, buying an estimated $418 and bringing the position to 31,246 shares worth $2.6M. The position accounts for 0.24% of the portfolio, ranked #53.

Legacy Advisors first reported a position in XLP in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.28M in Q1 2019. 386 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Legacy Advisors held 31,246 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.6M as of Q2 2026.
Legacy Advisors bought 5 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $418.
State Street Consumer Staples Select Sector SPDR ETF made up 0.24% of Legacy Advisors's portfolio in Q2 2026, its #53 holding.
Legacy Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Legacy Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.28M in Q1 2019.
386 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.