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Legacy Capital Group California’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Legacy Capital Group California’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
2025
Q2 		– Sell
-3,691
Closed -$301K – 355
2025
Q1 		$301K Buy
+3,691
New +$295K 0.11% 224

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Capital Group California's XLP Position: Q2 2025 in Review

Legacy Capital Group California sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 3,691 shares — an estimated $301K sold.

Legacy Capital Group California first reported a position in XLP in Q1 2025 and held it in 1 quarter. The position peaked at $301K in Q1 2025. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

  • Legacy Capital Group California reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 3,691 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $301K.
  • Legacy Capital Group California first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Capital Group California's State Street Consumer Staples Select Sector SPDR ETF position peaked at $301K in Q1 2025.
  • 1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Capital Group California's 13F filing for Q2 2025, filed 14 Jul 2025.