Legacy Private Trust’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Legacy Private Trust’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.02M	Sell	59,438 -505	-0.8%	-$25.9K	0.17%	97
2026 Q1	$3M	Sell	59,943 -7,722	-11%	-$387K	0.18%	91
2025 Q4	$3.07M	Sell	67,665 -3,477	-5%	-$154K	0.18%	98
2025 Q3	$3.19M	Sell	71,142 -1,520	-2%	-$68.7K	0.19%	91
2025 Q2	$3.19M	Sell	72,662 -1,666	-2%	-$70.6K	0.21%	90
2025 Q1	$3.2M	Buy	74,328 +2,874	+4%	+$126K	0.22%	83
2024 Q4	$3.01M	Buy	71,454 +7,148	+11%	+$331K	0.2%	94
2024 Q3	$3.1M	Buy	64,306 +10,036	+18%	+$458K	0.21%	86
2024 Q2	$2.4M	Buy	54,270 +1,262	+2%	+$57K	0.17%	104
2024 Q1	$2.46M	Sell	53,008 -840	-2%	-$36.1K	0.18%	105
2023 Q4	$2.3M	Sell	53,848 -4,130	-7%	-$165K	0.18%	104
2023 Q3	$2.28M	Sell	57,978 -5,720	-9%	-$235K	0.2%	95
2023 Q2	$2.64M	Sell	63,698 -111,396	-64%	-$4.43M	0.22%	96
2023 Q1	$7.06M	Buy	175,094 +136,388	+352%	+$5.52M	0.6%	39
2022 Q4	$1.5M	Buy	38,706 +300	+0.8%	+$11.5K	0.14%	122
2022 Q3	$1.31M	Buy	+38,406	New	+$1.44M	0.12%	121

Other funds holding XLB

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.84% in Q2 2026, selling an estimated $25.9K and leaving 59,438 shares worth $3.02M. The position accounts for 0.17% of the portfolio, ranked #97.

Legacy Private Trust first reported a position in XLB in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.06M in Q1 2023. 925 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Legacy Private Trust held 59,438 shares of State Street Materials Select Sector SPDR ETF worth $3.02M as of Q2 2026.
Legacy Private Trust sold 505 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $25.9K.
State Street Materials Select Sector SPDR ETF made up 0.17% of Legacy Private Trust's portfolio in Q2 2026, its #97 holding.
Legacy Private Trust first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Legacy Private Trust's State Street Materials Select Sector SPDR ETF position peaked at $7.06M in Q1 2023.
925 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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