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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Legacy Capital Group California's XLE Position: Q1 2026 in Review

Legacy Capital Group California increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q1 2026, buying an estimated $109K and bringing the position to 11,304 shares worth $692K. The position accounts for 0.26% of the portfolio, ranked #121.

Legacy Capital Group California first reported a position in XLE in Q1 2023 and has held it in 13 quarters since. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Legacy Capital Group California held 11,304 shares of State Street Energy Select Sector SPDR ETF worth $692K as of Q1 2026.
  • Legacy Capital Group California bought 2,025 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
  • State Street Energy Select Sector SPDR ETF made up 0.26% of Legacy Capital Group California's portfolio in Q1 2026, its #121 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 13 quarters since.
  • 2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.