Legacy Financial Strategies, LLC XLP Holdings History
Legacy Financial Strategies, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-06-30, Legacy Financial Strategies, LLC held 19,664.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $1.59 Mil. This investment constitutes 0.31% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.01% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2022Q2. And since then Legacy Financial Strategies, LLC has made 2 purchases of XLP, at an average price of $79.62, for a total of 25,597.00 shares. In addition, there have been 1 sales at an average price of $72.87 for 5,933.00 shares. Based on historical transaction data and XLP's current price of $80.89, Legacy Financial Strategies, LLC's estimated gain on his XLP holdings is $-15,120.76, reflecting a -0.74% gain to date.
Legacy Financial Strategies, LLC XLP ($80.89) Holding Chart
Legacy Financial Strategies, LLC XLP ($80.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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