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 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

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

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Legacy Private Trust increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q2 2026, buying an estimated $226K and bringing the position to 23,220 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #154.

Legacy Private Trust first reported a position in XLE in Q2 2014 and has held it in 7 quarters since. The position peaked at $3.14M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Legacy Private Trust held 23,220 shares of State Street Energy Select Sector SPDR ETF worth $1.23M as of Q2 2026.
Legacy Private Trust bought 3,952 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $226K.
State Street Energy Select Sector SPDR ETF made up 0.07% of Legacy Private Trust's portfolio in Q2 2026, its #154 holding.
Legacy Private Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2014 and has held it in 7 quarters since.
Legacy Private Trust's State Street Energy Select Sector SPDR ETF position peaked at $3.14M in Q4 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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