Legacy Private Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	+1,096	New	+$190K	0.01%	263
2016 Q2	–	Sell	-66,871	Closed	-$3.71M	–	249
2016 Q1	$3.71M	Buy	66,871 +61,345	+1,110%	+$3.17M	0.56%	55
2015 Q4	$293K	Buy	5,526 +836	+18%	+$44.9K	0.04%	204
2015 Q3	$234K	Buy	+4,690	New	+$247K	0.04%	219

Other funds holding XLI

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Legacy Private Trust opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,096 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #263 among its holdings. This is a return to the name: Legacy Private Trust previously reported a position in XLI as recently as Q1 2016.

Legacy Private Trust first reported a position in XLI in Q3 2015 and has held it in 4 quarters since. The position peaked at $3.71M in Q1 2016. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Legacy Private Trust held 1,096 shares of State Street Industrial Select Sector SPDR ETF worth $203K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Legacy Private Trust position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Legacy Private Trust's portfolio in Q2 2026, its #263 holding.
Legacy Private Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and has held it in 4 quarters since.
Legacy Private Trust's State Street Industrial Select Sector SPDR ETF position peaked at $3.71M in Q1 2016.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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