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 Q3	$957K	Sell	5,680 -15	-0.3%	-$2.5K	0.05%	164
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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

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

Legacy Private Trust reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.26% in Q3 2026, selling an estimated $2.5K and leaving 5,680 shares worth $957K. The position accounts for 0.05% of the portfolio, ranked #164.

Legacy Private Trust first reported a position in XLV in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.39M in Q4 2022. 104 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Legacy Private Trust held 5,680 shares of State Street Health Care Select Sector SPDR ETF worth $957K as of Q3 2026.
Legacy Private Trust sold 15 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $2.5K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Legacy Private Trust's portfolio in Q3 2026, its #164 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 7 quarters since.
Legacy Private Trust's State Street Health Care Select Sector SPDR ETF position peaked at $2.39M in Q4 2022.
104 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

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