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Legacy Private Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Private Trust’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.97M Sell
45,826
-245
-0.5% -$45.2K 0.49% 44
2026
Q2 		$8.78M Sell
46,071
-1,386
-3% -$237K 0.49% 43
2026
Q1 		$6.31M Buy
47,457
+14,585
+44% +$2.06M 0.39% 54
2025
Q4 		$4.73M Sell
32,872
-2,060
-6% -$298K 0.28% 71
2025
Q3 		$4.92M Sell
34,932
-2,586
-7% -$342K 0.29% 72
2025
Q2 		$4.75M Buy
37,518
+15,854
+73% +$1.76M 0.31% 64
2025
Q1 		$2.24M Sell
21,664
-6,574
-23% -$745K 0.15% 106
2024
Q4 		$3.28M Buy
28,238
+1,922
+7% +$224K 0.21% 91
2024
Q3 		$2.97M Buy
26,316
+2,290
+10% +$251K 0.2% 92
2024
Q2 		$2.72M Sell
24,026
-188
-0.8% -$19.8K 0.19% 93
2024
Q1 		$2.52M Sell
24,214
-210
-0.9% -$21.2K 0.18% 100
2023
Q4 		$2.35M Buy
24,424
+1,522
+7% +$135K 0.19% 99
2023
Q3 		$1.88M Sell
22,902
-2,176
-9% -$187K 0.16% 108
2023
Q2 		$2.18M Sell
25,078
-12,878
-34% -$1.02M 0.18% 102
2023
Q1 		$2.87M Buy
37,956
+32,450
+589% +$2.23M 0.24% 93
2022
Q4 		$343K Buy
+5,506
New +$350K 0.03% 191
2016
Q4 		– Sell
-10,026
Closed -$240K – 255
2016
Q3 		$240K Sell
10,026
-952
-9% -$22.1K 0.03% 214
2016
Q2 		$238K Buy
10,978
+988
+10% +$21.4K 0.03% 213
2016
Q1 		$222K Sell
9,990
-466
-4% -$9.63K 0.03% 221
2015
Q4 		$224K Sell
10,456
-334
-3% -$7.19K 0.03% 219
2015
Q3 		$213K Buy
+10,790
New +$222K 0.03% 224

Other funds holding XLK

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.53% in Q3 2026, selling an estimated $45.2K and leaving 45,826 shares worth $8.97M. The position accounts for 0.49% of the portfolio, ranked #44.

Legacy Private Trust first reported a position in XLK in Q3 2015 and has held it in 21 quarters since. 151 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Legacy Private Trust held 45,826 shares of State Street Technology Select Sector SPDR ETF worth $8.97M as of Q3 2026.
  • Legacy Private Trust sold 245 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $45.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.49% of Legacy Private Trust's portfolio in Q3 2026, its #44 holding.
  • Legacy Private Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2015 and has held it in 21 quarters since.
  • 151 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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