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 Q3	$2.9M	Buy	59,532 +94	+0.2%	+$4.84K	0.16%	98
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

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Legacy Private Trust's XLB Position: Q3 2026 in Review

Legacy Private Trust increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 0.16% in Q3 2026, buying an estimated $4.84K and bringing the position to 59,532 shares worth $2.9M. The position accounts for 0.16% of the portfolio, ranked #98.

Legacy Private Trust first reported a position in XLB in Q3 2022 and has held it in 17 quarters since. The position peaked at $7.06M in Q1 2023. 42 funds tracked by Wall St. Rank hold XLB as of Q3 2026.

Legacy Private Trust held 59,532 shares of State Street Materials Select Sector SPDR ETF worth $2.9M as of Q3 2026.
Legacy Private Trust bought 94 State Street Materials Select Sector SPDR ETF shares in Q3 2026, an estimated $4.84K.
State Street Materials Select Sector SPDR ETF made up 0.16% of Legacy Private Trust's portfolio in Q3 2026, its #98 holding.
Legacy Private Trust first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2022 and has held it in 17 quarters since.
Legacy Private Trust's State Street Materials Select Sector SPDR ETF position peaked at $7.06M in Q1 2023.
42 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.