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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
Q3 		– Sell
-1,096
Closed -$203K – 276
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

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

Legacy Private Trust sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2026, closing a stake of 1,096 shares — an estimated $203K sold.

Legacy Private Trust first reported a position in XLI in Q3 2015 and held it in 4 quarters. The position peaked at $3.71M in Q1 2016. 55 funds tracked by Wall St. Rank hold XLI as of Q3 2026.

  • Legacy Private Trust reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Legacy Private Trust sold 1,096 State Street Industrial Select Sector SPDR ETF shares in Q3 2026, an estimated $203K.
  • Legacy Private Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2015 and held it in 4 quarters.
  • Legacy Private Trust's State Street Industrial Select Sector SPDR ETF position peaked at $3.71M in Q1 2016.
  • 55 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2026.

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