Legacy Capital Group California’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Legacy Capital Group California’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$645K	Sell	13,056 -9,597	-42%	-$500K	0.25%	136
2025 Q4	$1.24M	Buy	22,653 +1,168	+5%	+$62.2K	0.3%	81
2025 Q3	$1.16M	Buy	21,485 +1,112	+5%	+$58.9K	0.29%	83
2025 Q2	$1.07M	Buy	20,373 +2,078	+11%	+$103K	0.3%	85
2025 Q1	$911K	Buy	18,295 +4,275	+30%	+$214K	0.32%	73
2024 Q4	$678K	Buy	14,020 +2,945	+27%	+$142K	0.21%	135
2024 Q3	$502K	Buy	11,075 +2,631	+31%	+$115K	0.17%	172
2024 Q2	$347K	Buy	+8,444	New	+$348K	0.13%	208

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Legacy Capital Group California reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 42% in Q1 2026, selling an estimated $500K and leaving 13,056 shares worth $645K. The position accounts for 0.25% of the portfolio, ranked #136.

Legacy Capital Group California first reported a position in XLF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Legacy Capital Group California held 13,056 shares of State Street Financial Select Sector SPDR ETF worth $645K as of Q1 2026.
Legacy Capital Group California sold 9,597 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $500K.
State Street Financial Select Sector SPDR ETF made up 0.25% of Legacy Capital Group California's portfolio in Q1 2026, its #136 holding.
Legacy Capital Group California first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Legacy Capital Group California's State Street Financial Select Sector SPDR ETF position peaked at $1.24M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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