Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-686
Closed -$47.2K – 526
2023
Q3 		$47.2K Buy
+686
New +$50.2K 0.01% 185

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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legacy Financial Group (Iowa)'s XLP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2023, closing a stake of 686 shares — an estimated $47.2K sold.

Legacy Financial Group (Iowa) first reported a position in XLP in Q3 2023 and held it in 1 quarter. The position peaked at $47.2K in Q3 2023. 1,115 funds tracked by Wall St. Rank hold XLP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 686 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2023, an estimated $47.2K.
  • Legacy Financial Group (Iowa) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $47.2K in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.