Legacy Private Trust’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $729K | Sell |
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|
2025
Q2 | $787K | Buy |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $333K | Sell |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $331K | Sell |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $292K | Buy |
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|
2022
Q4 | $239K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $263K | Sell |
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|
2016
Q3 | $738K | Sell |
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|
2016
Q2 | $4.52M | Sell |
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|
2016
Q1 | $4.65M | Sell |
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|
2015
Q4 | $4.68M | Sell |
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|
2015
Q3 | $4.59M | Sell |
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|
2015
Q2 | $4.86M | Sell |
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|
2015
Q1 | $5.2M | Sell |
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|
2014
Q4 | $5.71M | Buy |
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|
2014
Q3 | $5.02M | Buy |
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|
2014
Q2 | $4.26M | Sell |
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|
2014
Q1 | $4.81M | Buy |
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|
2013
Q4 | $3.93M | Sell |
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|
2013
Q3 | $3.84M | Buy |
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