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

Legacy Wealth Management (Tennessee)’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 Q2	–	Sell	-4,552	Closed	-$372K	–	41
2025 Q1	$372K	Sell	4,552 -66	-1%	-$5.27K	0.02%	30
2024 Q4	$363K	Buy	4,618 +466	+11%	+$37.8K	0.02%	34
2024 Q3	$345K	Buy	+4,152	New	+$333K	0.02%	34

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s XLP Position: Q2 2025 in Review

Legacy Wealth Management (Tennessee) sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 4,552 shares — an estimated $372K sold.

Legacy Wealth Management (Tennessee) first reported a position in XLP in Q3 2024 and held it in 3 quarters. The position peaked at $372K in Q1 2025. 1,199 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Legacy Wealth Management (Tennessee) reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Legacy Wealth Management (Tennessee) sold 4,552 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $372K.
Legacy Wealth Management (Tennessee) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
Legacy Wealth Management (Tennessee)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $372K in Q1 2025.
1,199 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.