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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
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.9% in Q2 2026, selling an estimated $237K and leaving 46,071 shares worth $8.78M. The position accounts for 0.49% of the portfolio, ranked #43.

Legacy Private Trust first reported a position in XLK in Q3 2015 and has held it in 20 quarters since. 2,645 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Legacy Private Trust held 46,071 shares of State Street Technology Select Sector SPDR ETF worth $8.78M as of Q2 2026.
  • Legacy Private Trust sold 1,386 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $237K.
  • State Street Technology Select Sector SPDR ETF made up 0.49% of Legacy Private Trust's portfolio in Q2 2026, its #43 holding.
  • Legacy Private Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2015 and has held it in 20 quarters since.
  • 2,645 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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