Legacy Private Trust
XLC icon

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
Q3 		$606K Sell
5,465
-2,504
-31% -$279K 0.03% 195
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

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 31% in Q3 2026, selling an estimated $279K and leaving 5,465 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #195.

Legacy Private Trust first reported a position in XLC in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.04M in Q1 2026. 198 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Legacy Private Trust held 5,465 shares of State Street Communication Services Select Sector SPDR ETF worth $606K as of Q3 2026.
  • Legacy Private Trust sold 2,504 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $279K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.03% of Legacy Private Trust's portfolio in Q3 2026, its #195 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 15 quarters since.
  • Legacy Private Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $1.04M in Q1 2026.
  • 198 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

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