Legacy Wealth Management (Idaho)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-27	Closed	-$2.21K	–	984
2026 Q1	$2.21K	Sell	27 -51	-65%	-$4.29K	﹤0.01%	759
2025 Q4	$6.06K	Sell	78 -8	-9%	-$624	﹤0.01%	505
2025 Q3	$6.74K	Buy	86 +59	+219%	+$4.77K	﹤0.01%	398
2025 Q2	$2.19K	Hold	27	–	–	﹤0.01%	502
2025 Q1	$2.21K	Hold	27	–	–	﹤0.01%	525
2024 Q4	$2.14K	Sell	27 -59	-69%	-$4.79K	﹤0.01%	489
2024 Q3	$6.96K	Buy	+86	New	+$6.91K	﹤0.01%	359

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 Wealth Management (Idaho)'s XLP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026, closing a stake of 27 shares — an estimated $2.21K sold.

Legacy Wealth Management (Idaho) first reported a position in XLP in Q3 2024 and held it in 7 quarters. The position peaked at $6.96K in Q3 2024. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 27 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2.21K.
Legacy Wealth Management (Idaho) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $6.96K in Q3 2024.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.