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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.18% in Q2 2026, selling an estimated $10.2K and leaving 122,880 shares worth $5.57M. The position accounts for 0.31% of the portfolio, ranked #65.

Legacy Private Trust first reported a position in XLU in Q1 2017 and has held it in 17 quarters since. The position peaked at $5.65M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Legacy Private Trust held 122,880 shares of State Street Utilities Select Sector SPDR ETF worth $5.57M as of Q2 2026.
  • Legacy Private Trust sold 226 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.31% of Legacy Private Trust's portfolio in Q2 2026, its #65 holding.
  • Legacy Private Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and has held it in 17 quarters since.
  • Legacy Private Trust's State Street Utilities Select Sector SPDR ETF position peaked at $5.65M in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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