Legacy Private Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.52M	Buy	24,690 +1,470	+6%	+$89.1K	0.08%	133
2026 Q2	$1.23M	Buy	23,220 +3,952	+21%	+$226K	0.07%	154
2026 Q1	$1.18M	Buy	19,268 +4,730	+33%	+$254K	0.07%	155
2025 Q4	$650K	Hold	14,538	–	–	0.04%	185
2025 Q3	$649K	Buy	14,538 +4,950	+52%	+$217K	0.04%	177
2025 Q2	$407K	Buy	+9,588	New	+$399K	0.03%	200
2023 Q1	–	Sell	-71,830	Closed	-$3.14M	–	234
2022 Q4	$3.14M	Buy	+71,830	New	+$3.13M	0.28%	81
2014 Q3	–	Sell	-22,900	Closed	-$1.15M	–	270
2014 Q2	$1.15M	Buy	+22,900	New	+$1.08M	0.18%	131

Other funds holding XLE

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FWCM

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

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

Legacy Private Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.3% in Q3 2026, buying an estimated $89.1K and bringing the position to 24,690 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #133.

Legacy Private Trust first reported a position in XLE in Q2 2014 and has held it in 8 quarters since. The position peaked at $3.14M in Q4 2022. 33 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Legacy Private Trust held 24,690 shares of State Street Energy Select Sector SPDR ETF worth $1.52M as of Q3 2026.
Legacy Private Trust bought 1,470 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $89.1K.
State Street Energy Select Sector SPDR ETF made up 0.08% of Legacy Private Trust's portfolio in Q3 2026, its #133 holding.
Legacy Private Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and has held it in 8 quarters since.
Legacy Private Trust's State Street Energy Select Sector SPDR ETF position peaked at $3.14M in Q4 2022.
33 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

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