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Legacy Private Trust’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Legacy Private Trust’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$444K Sell
8,309
-740
-8% -$42K 0.02% 209
2026
Q2 		$485K Sell
9,049
-1,574
-15% -$81.8K 0.03% 206
2026
Q1 		$524K Sell
10,623
-17,973
-63% -$937K 0.03% 197
2025
Q4 		$1.57M Buy
28,596
+4,350
+18% +$232K 0.09% 137
2025
Q3 		$1.31M Hold
24,246
– – 0.08% 138
2025
Q2 		$1.27M Buy
24,246
+19,272
+387% +$954K 0.08% 140
2025
Q1 		$248K Hold
4,974
– – 0.02% 228
2024
Q4 		$240K Buy
+4,974
New +$241K 0.02% 221
2023
Q3 		– Sell
-11,676
Closed -$394K – 240
2023
Q2 		$394K Sell
11,676
-126,785
-92% -$4.14M 0.03% 190
2023
Q1 		$4.45M Buy
138,461
+126,751
+1,082% +$4.4M 0.38% 74
2022
Q4 		$400K Buy
11,710
+597
+5% +$20.2K 0.04% 184
2022
Q3 		$337K Buy
11,113
+239
+2% +$7.9K 0.03% 185
2022
Q2 		$342K Buy
10,874
+227
+2% +$7.84K 0.03% 187
2022
Q1 		$408K Sell
10,647
-562
-5% -$22K 0.03% 202
2021
Q4 		$438K Hold
11,209
– – 0.03% 201
2021
Q3 		$421K Sell
11,209
-480
-4% -$18K 0.03% 191
2021
Q2 		$429K Hold
11,689
– – 0.04% 190
2021
Q1 		$398K Buy
11,689
+301
+3% +$9.67K 0.04% 189
2020
Q4 		$336K Buy
11,388
+440
+4% +$11.8K 0.03% 197
2020
Q3 		$264K Sell
10,948
-1,695
-13% -$41.2K 0.03% 204
2020
Q2 		$293K Buy
12,643
+602
+5% +$13.7K 0.03% 183
2020
Q1 		$251K Sell
12,041
-12,007
-50% -$331K 0.03% 187
2019
Q4 		$740K Buy
24,048
+110
+0.5% +$3.23K 0.08% 151
2019
Q3 		$670K Buy
23,938
+170
+0.7% +$4.69K 0.07% 155
2019
Q2 		$656K Buy
23,768
+1,330
+6% +$36K 0.07% 154
2019
Q1 		$577K Buy
22,438
+10,202
+83% +$263K 0.07% 156
2018
Q4 		$291K Sell
12,236
-1,759
-13% -$45.7K 0.04% 199
2018
Q3 		$386K Buy
13,995
+455
+3% +$12.7K 0.04% 183
2018
Q2 		$360K Buy
13,540
+1,145
+9% +$31.6K 0.04% 190
2018
Q1 		$342K Sell
12,395
-960
-7% -$27.6K 0.04% 194
2017
Q4 		$373K Buy
13,355
+265
+2% +$7.13K 0.04% 184
2017
Q3 		$339K Buy
13,090
+195
+2% +$4.87K 0.04% 194
2017
Q2 		$318K Sell
12,895
-1,810
-12% -$43K 0.04% 195
2017
Q1 		$349K Sell
14,705
-13
-0.1% -$311 0.04% 197
2016
Q4 		$342K Sell
14,718
-134,784
-90% -$2.89M 0.05% 199
2016
Q3 		$2.88M Buy
149,502
+127,339
+575% +$2.63M 0.39% 71
2016
Q2 		$445K Buy
+22,163
New +$449K 0.06% 175
2016
Q1 		– Sell
-185,618
Closed -$3.88M – 255
2015
Q4 		$3.88M Sell
185,618
-8,224
-4% -$173K 0.59% 50
2015
Q3 		$3.86M Buy
193,842
+169,743
+704% +$3.6M 0.61% 46
2015
Q2 		$516K Buy
+24,099
New +$520K 0.08% 187

Other funds holding XLF

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.2% in Q3 2026, selling an estimated $42K and leaving 8,309 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #209.

Legacy Private Trust first reported a position in XLF in Q2 2015 and has held it in 40 quarters since. The position peaked at $4.45M in Q1 2023. 95 funds tracked by Wall St. Rank hold XLF as of Q3 2026.

  • Legacy Private Trust held 8,309 shares of State Street Financial Select Sector SPDR ETF worth $444K as of Q3 2026.
  • Legacy Private Trust sold 740 State Street Financial Select Sector SPDR ETF shares in Q3 2026, an estimated $42K.
  • State Street Financial Select Sector SPDR ETF made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #209 holding.
  • Legacy Private Trust first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2015 and has held it in 40 quarters since.
  • Legacy Private Trust's State Street Financial Select Sector SPDR ETF position peaked at $4.45M in Q1 2023.
  • 95 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2026.

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