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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Legacy Private Trust's XLP Position: Q2 2026 in Review

Legacy Private Trust reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 1.6% in Q2 2026, selling an estimated $3.76K and leaving 2,761 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #257.

Legacy Private Trust first reported a position in XLP in Q1 2015 and has held it in 10 quarters since. The position peaked at $3.97M in Q1 2015. 1,238 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Legacy Private Trust held 2,761 shares of State Street Consumer Staples Select Sector SPDR ETF worth $229K as of Q2 2026.
Legacy Private Trust sold 45 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $3.76K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #257 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 10 quarters since.
Legacy Private Trust's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.97M in Q1 2015.
1,238 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.