Legacy Private Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$854K	Sell	7,969 -1,375	-15%	-$157K	0.05%	173
2026 Q1	$1.04M	Buy	9,344 +2,110	+29%	+$244K	0.06%	159
2025 Q4	$852K	Sell	7,234 -91	-1%	-$10.5K	0.05%	164
2025 Q3	$867K	Sell	7,325 -630	-8%	-$70K	0.05%	158
2025 Q2	$863K	Buy	7,955 +5,814	+272%	+$573K	0.06%	160
2025 Q1	$206K	Sell	2,141 -761	-26%	-$76K	0.01%	238
2024 Q4	$281K	Sell	2,902 -175	-6%	-$16.7K	0.02%	212
2024 Q3	$278K	Hold	3,077	–	–	0.02%	215
2024 Q2	$264K	Sell	3,077 -175	-5%	-$14.4K	0.02%	209
2024 Q1	$266K	Sell	3,252 -105	-3%	-$8.18K	0.02%	211
2023 Q4	$244K	Sell	3,357 -163	-5%	-$11.2K	0.02%	207
2023 Q3	$231K	Sell	3,520 -465	-12%	-$31K	0.02%	217
2023 Q2	$259K	Hold	3,985	–	–	0.02%	209
2023 Q1	$231K	Buy	+3,985	New	+$216K	0.02%	215

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Squarepoint New York $90.5B AUM 33.95% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 15% in Q2 2026, selling an estimated $157K and leaving 7,969 shares worth $854K. The position accounts for 0.05% of the portfolio, ranked #173.

Legacy Private Trust first reported a position in XLC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Legacy Private Trust held 7,969 shares of State Street Communication Services Select Sector SPDR ETF worth $854K as of Q2 2026.
Legacy Private Trust sold 1,375 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of Legacy Private Trust's portfolio in Q2 2026, its #173 holding.
Legacy Private Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Legacy Private Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $1.04M in Q1 2026.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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