Legacy Private Trust’s Energy Select Sector SPDR Fund 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
2025 Q3	$649K	Buy
2025 Q2	$407K	Buy
2023 Q1	–	Sell
2022 Q4	$3.14M	Buy
2014 Q3	–	Sell
2014 Q2	$1.15M	Buy