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Legacy Capital Group California’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Legacy Capital Group California’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Buy
5,372
+887
+20% +$40.2K 0.07% 279
2026
Q1 		$206K Buy
+4,485
New +$201K 0.08% 272
2025
Q1 		– Sell
-6,474
Closed -$245K – 366
2024
Q4 		$245K Buy
+6,474
New +$257K 0.07% 277

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Legacy Capital Group California increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 20% in Q2 2026, buying an estimated $40.2K and bringing the position to 5,372 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #279.

Legacy Capital Group California first reported a position in XLU in Q4 2024 and has held it in 3 quarters since. The position peaked at $245K in Q4 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Legacy Capital Group California held 5,372 shares of State Street Utilities Select Sector SPDR ETF worth $244K as of Q2 2026.
  • Legacy Capital Group California bought 887 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $40.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Legacy Capital Group California's portfolio in Q2 2026, its #279 holding.
  • Legacy Capital Group California first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
  • Legacy Capital Group California's State Street Utilities Select Sector SPDR ETF position peaked at $245K in Q4 2024.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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