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

Legacy Capital Partners’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
2022 Q1	$1.02M	Buy	13,394 +5,039	+60%	+$380K	0.33%	70
2021 Q4	$644K	Sell	8,355 -7,124	-46%	-$516K	0.21%	94
2021 Q3	$1.07M	Buy	15,479 +260	+2%	+$18.5K	0.39%	68
2021 Q2	$1.06M	Buy	15,219 +165	+1%	+$11.6K	0.38%	69
2021 Q1	$1.03M	Buy	15,054 +923	+7%	+$60.7K	0.39%	67
2020 Q4	$953K	Buy	14,131 +10,810	+326%	+$714K	0.37%	68
2020 Q3	$213K	Buy	+3,321	New	+$210K	0.09%	128

Other funds holding XLP

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

Legacy Capital Partners's XLP Position: Q1 2022 in Review

Legacy Capital Partners increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 60% in Q1 2022, buying an estimated $380K and bringing the position to 13,394 shares worth $1.02M. The position accounts for 0.33% of the portfolio, ranked #70.

Legacy Capital Partners first reported a position in XLP in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2021. 1,039 funds tracked by Wall St. Rank hold XLP as of Q1 2022.

Legacy Capital Partners held 13,394 shares of State Street Consumer Staples Select Sector SPDR ETF worth $1.02M as of Q1 2022.
Legacy Capital Partners bought 5,039 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2022, an estimated $380K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.33% of Legacy Capital Partners's portfolio in Q1 2022, its #70 holding.
Legacy Capital Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2020 and has held it in 7 quarters since.
Legacy Capital Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.07M in Q3 2021.
1,039 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.