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Legacy Financial Strategies’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Legacy Financial Strategies’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
2025
Q4 		– Sell
-19,443
Closed -$1.52M – 143
2025
Q3 		$1.52M Sell
19,443
-221
-1% -$17.9K 0.28% 52
2025
Q2 		$1.59M Buy
+19,664
New +$1.6M 0.31% 43
2022
Q3 		– Sell
-5,933
Closed -$428K – 69
2022
Q2 		$428K Buy
+5,933
New +$445K 0.21% 49

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Financial Strategies's XLP Position: Q4 2025 in Review

Legacy Financial Strategies sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 19,443 shares — an estimated $1.52M sold.

Legacy Financial Strategies first reported a position in XLP in Q2 2022 and held it in 3 quarters. The position peaked at $1.59M in Q2 2025. 1,219 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

  • Legacy Financial Strategies reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 19,443 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $1.52M.
  • Legacy Financial Strategies first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
  • Legacy Financial Strategies's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.59M in Q2 2025.
  • 1,219 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Legacy Financial Strategies's 13F filing for Q4 2025, filed 23 Jan 2026.