Legacy Private Trust’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Legacy Private Trust’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
2026 Q3	$223K	Hold	2,761	–	–	0.01%	259
2026 Q2	$229K	Sell	2,761 -45	-2%	-$3.76K	0.01%	257
2026 Q1	$230K	Sell	2,806 -150	-5%	-$12.6K	0.01%	250
2025 Q4	$230K	Buy	+2,956	New	+$231K	0.01%	249
2017 Q1	–	Sell	-6,150	Closed	-$318K	–	255
2016 Q4	$318K	Buy	6,150 +1,962	+47%	+$102K	0.04%	201
2016 Q3	$223K	Sell	4,188 -67,543	-94%	-$3.68M	0.03%	224
2016 Q2	$3.96M	Buy	71,731 +65,532	+1,057%	+$3.49M	0.58%	47
2016 Q1	$329K	Buy	+6,199	New	+$315K	0.05%	195
2015 Q4	–	Sell	-4,457	Closed	-$210K	–	259
2015 Q3	$210K	Sell	4,457 -65,160	-94%	-$3.17M	0.03%	227
2015 Q2	$3.31M	Sell	69,617 -11,764	-14%	-$575K	0.5%	60
2015 Q1	$3.97M	Buy	+81,381	New	+$4M	0.58%	52

Other funds holding XLP

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

ANBOT

American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Legacy Private Trust's XLP Position: Q3 2026 in Review

Legacy Private Trust held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2026 at 2,761 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #259.

Legacy Private Trust first reported a position in XLP in Q1 2015 and has held it in 11 quarters since. The position peaked at $3.97M in Q1 2015. 57 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Legacy Private Trust held 2,761 shares of State Street Consumer Staples Select Sector SPDR ETF worth $223K as of Q3 2026.
Legacy Private Trust left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Legacy Private Trust's portfolio in Q3 2026, its #259 holding.
Legacy Private Trust first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2015 and has held it in 11 quarters since.
Legacy Private Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.97M in Q1 2015.
57 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.