Legacy Private Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Private Trust’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$904K	Sell	5,695 -545	-9%	-$81.1K	0.05%	167
2026 Q1	$915K	Buy	6,240 +540	+9%	+$83.3K	0.06%	168
2025 Q4	$882K	Sell	5,700 -148	-3%	-$22.2K	0.05%	163
2025 Q3	$814K	Sell	5,848 -1,259	-18%	-$170K	0.05%	162
2025 Q2	$958K	Buy	+7,107	New	+$960K	0.06%	155
2023 Q1	–	Sell	-17,617	Closed	-$2.39M	–	235
2022 Q4	$2.39M	Buy	+17,617	New	+$2.33M	0.22%	94

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.7% in Q2 2026, selling an estimated $81.1K and leaving 5,695 shares worth $904K. The position accounts for 0.05% of the portfolio, ranked #167.

Legacy Private Trust first reported a position in XLV in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.39M in Q4 2022. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Legacy Private Trust held 5,695 shares of State Street Health Care Select Sector SPDR ETF worth $904K as of Q2 2026.
Legacy Private Trust sold 545 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $81.1K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Legacy Private Trust's portfolio in Q2 2026, its #167 holding.
Legacy Private Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 6 quarters since.
Legacy Private Trust's State Street Health Care Select Sector SPDR ETF position peaked at $2.39M in Q4 2022.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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