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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$625K	Buy	5,328 +572	+12%	+$66.8K	0.19%	161
2026 Q1	$518K	Sell	4,756 -24	-0.5%	-$2.81K	0.2%	171
2025 Q4	$571K	Buy	4,780 +142	+3%	+$16.8K	0.14%	188
2025 Q3	$556K	Buy	4,638 +1,398	+43%	+$160K	0.14%	191
2025 Q2	$352K	Buy	3,240 +102	+3%	+$10.4K	0.1%	237
2025 Q1	$310K	Sell	3,138 -864	-22%	-$93.7K	0.11%	220
2024 Q4	$449K	Buy	+4,002	New	+$428K	0.14%	192

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Legacy Capital Group California increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 12% in Q2 2026, buying an estimated $66.8K and bringing the position to 5,328 shares worth $625K. The position accounts for 0.19% of the portfolio, ranked #161.

Legacy Capital Group California first reported a position in XLY in Q4 2024 and has held it in 7 quarters since. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Legacy Capital Group California held 5,328 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $625K as of Q2 2026.
Legacy Capital Group California bought 572 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $66.8K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.19% of Legacy Capital Group California's portfolio in Q2 2026, its #161 holding.
Legacy Capital Group California first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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