Legacy Capital Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Legacy Capital Wealth Partners’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	$703K	Buy	15,508 +2,267	+17%	+$103K	0.13%	151
2026 Q1	$608K	Buy	13,241 +1,281	+11%	+$57.5K	0.13%	174
2025 Q4	$511K	Buy	11,960 +1,434	+14%	+$63.5K	0.11%	197
2025 Q3	$459K	Buy	10,526 +276	+3%	+$11.7K	0.1%	218
2025 Q2	$419K	Buy	10,250 +998	+11%	+$39.8K	0.1%	235
2025 Q1	$365K	Buy	9,252 +652	+8%	+$25.5K	0.09%	245
2024 Q4	$325K	Sell	8,600 -4,656	-35%	-$185K	0.08%	258
2024 Q3	$535K	Buy	13,256 +5,024	+61%	+$186K	0.11%	183
2024 Q2	$280K	Buy	+8,232	New	+$283K	0.07%	248

Other funds holding XLU

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Capital Wealth Partners's XLU Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q2 2026, buying an estimated $103K and bringing the position to 15,508 shares worth $703K. The position accounts for 0.13% of the portfolio, ranked #151.

Legacy Capital Wealth Partners first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Legacy Capital Wealth Partners held 15,508 shares of State Street Utilities Select Sector SPDR ETF worth $703K as of Q2 2026.
Legacy Capital Wealth Partners bought 2,267 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
State Street Utilities Select Sector SPDR ETF made up 0.13% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #151 holding.
Legacy Capital Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.