LCGC
XLE icon

Legacy Capital Group California’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Legacy Capital Group California’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Sell
8,953
-2,351
-21% -$134K 0.14% 206
2026
Q1 		$692K Buy
11,304
+2,025
+22% +$109K 0.26% 121
2025
Q4 		$415K Buy
9,279
+83
+0.9% +$3.7K 0.1% 240
2025
Q3 		$411K Buy
9,196
+20
+0.2% +$876 0.1% 231
2025
Q2 		$389K Buy
9,176
+62
+0.7% +$2.58K 0.11% 219
2025
Q1 		$426K Buy
9,114
+2,122
+30% +$95.7K 0.15% 184
2024
Q4 		$299K Sell
6,992
-2,060
-23% -$93.6K 0.09% 244
2024
Q3 		$397K Sell
9,052
-310
-3% -$13.9K 0.13% 192
2024
Q2 		$427K Buy
9,362
+1,296
+16% +$60.4K 0.15% 188
2024
Q1 		$381K Buy
8,066
+808
+11% +$34.7K 0.14% 196
2023
Q4 		$304K Buy
7,258
+224
+3% +$9.58K 0.12% 216
2023
Q3 		$318K Buy
7,034
+136
+2% +$5.95K 0.14% 203
2023
Q2 		$280K Buy
6,898
+320
+5% +$13K 0.12% 212
2023
Q1 		$272K Buy
+6,578
New +$281K 0.13% 200

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Legacy Capital Group California's XLE Position: Q2 2026 in Review

Legacy Capital Group California reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q2 2026, selling an estimated $134K and leaving 8,953 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #206.

Legacy Capital Group California first reported a position in XLE in Q1 2023 and has held it in 14 quarters since. The position peaked at $692K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Legacy Capital Group California held 8,953 shares of State Street Energy Select Sector SPDR ETF worth $475K as of Q2 2026.
  • Legacy Capital Group California sold 2,351 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $134K.
  • State Street Energy Select Sector SPDR ETF made up 0.14% of Legacy Capital Group California's portfolio in Q2 2026, its #206 holding.
  • Legacy Capital Group California first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's State Street Energy Select Sector SPDR ETF position peaked at $692K in Q1 2026.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.