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Legacy Private Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Legacy Private Trust’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.73M Sell
119,936
-2,944
-2% -$128K 0.26% 72
2026
Q2 		$5.57M Sell
122,880
-226
-0.2% -$10.2K 0.31% 65
2026
Q1 		$5.65M Sell
123,106
-792
-0.6% -$35.5K 0.35% 60
2025
Q4 		$5.29M Sell
123,898
-2,520
-2% -$112K 0.31% 62
2025
Q3 		$5.51M Sell
126,418
-310
-0.2% -$13.1K 0.33% 59
2025
Q2 		$5.17M Buy
126,728
+16,184
+15% +$645K 0.33% 59
2025
Q1 		$4.36M Buy
110,544
+2,416
+2% +$94.4K 0.3% 71
2024
Q4 		$4.09M Buy
108,128
+6,492
+6% +$258K 0.27% 73
2024
Q3 		$4.11M Sell
101,636
-330
-0.3% -$12.2K 0.28% 75
2024
Q2 		$3.47M Buy
101,966
+14,454
+17% +$496K 0.25% 80
2024
Q1 		$2.87M Sell
87,512
-12,412
-12% -$387K 0.21% 92
2023
Q4 		$3.16M Buy
99,924
+31,230
+45% +$955K 0.25% 84
2023
Q3 		$2.02M Sell
68,694
-41,566
-38% -$1.34M 0.17% 106
2023
Q2 		$3.61M Buy
110,260
+1,276
+1% +$43K 0.3% 75
2023
Q1 		$3.69M Buy
108,984
+38,172
+54% +$1.29M 0.31% 80
2022
Q4 		$2.5M Buy
70,812
+52,108
+279% +$1.77M 0.23% 92
2022
Q3 		$613K Buy
+18,704
New +$685K 0.06% 153
2017
Q2 		– Sell
-13,710
Closed -$352K – 250
2017
Q1 		$352K Buy
+13,710
New +$342K 0.05% 196

Other funds holding XLU

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.4% in Q3 2026, selling an estimated $128K and leaving 119,936 shares worth $4.73M. The position accounts for 0.26% of the portfolio, ranked #72.

Legacy Private Trust first reported a position in XLU in Q1 2017 and has held it in 18 quarters since. The position peaked at $5.65M in Q1 2026. 60 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Legacy Private Trust held 119,936 shares of State Street Utilities Select Sector SPDR ETF worth $4.73M as of Q3 2026.
  • Legacy Private Trust sold 2,944 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $128K.
  • State Street Utilities Select Sector SPDR ETF made up 0.26% of Legacy Private Trust's portfolio in Q3 2026, its #72 holding.
  • Legacy Private Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and has held it in 18 quarters since.
  • Legacy Private Trust's State Street Utilities Select Sector SPDR ETF position peaked at $5.65M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

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