Legacy Private Trust’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$790K	Hold	6,737	–	–	0.04%	180
2026 Q1	$734K	Buy	6,737 +747	+12%	+$87.3K	0.05%	178
2025 Q4	$715K	Sell	5,990 -90	-1%	-$10.7K	0.04%	178
2025 Q3	$729K	Sell	6,080 -1,158	-16%	-$133K	0.04%	171
2025 Q2	$787K	Buy	7,238 +4,040	+126%	+$413K	0.05%	167
2025 Q1	$316K	Sell	3,198 -156	-5%	-$16.9K	0.02%	210
2024 Q4	$376K	Sell	3,354 -250	-7%	-$26.7K	0.02%	198
2024 Q3	$361K	Buy	3,604 +30	+0.8%	+$2.8K	0.02%	196
2024 Q2	$326K	Sell	3,574 -50	-1%	-$4.44K	0.02%	195
2024 Q1	$333K	Sell	3,624 -270	-7%	-$24K	0.02%	196
2023 Q4	$348K	Sell	3,894 -216	-5%	-$17.9K	0.03%	190
2023 Q3	$331K	Sell	4,110 -34	-0.8%	-$2.87K	0.03%	198
2023 Q2	$352K	Buy	4,144 +234	+6%	+$17.9K	0.03%	195
2023 Q1	$292K	Buy	3,910 +212	+6%	+$15.2K	0.02%	202
2022 Q4	$239K	Buy	+3,698	New	+$258K	0.02%	210
2017 Q1	–	Sell	-6,474	Closed	-$263K	–	256
2016 Q4	$263K	Sell	6,474 -11,960	-65%	-$483K	0.04%	216
2016 Q3	$738K	Sell	18,434 -97,476	-84%	-$3.93M	0.1%	157
2016 Q2	$4.52M	Sell	115,910 -1,568	-1%	-$61.7K	0.66%	43
2016 Q1	$4.65M	Sell	117,478 -2,342	-2%	-$87.3K	0.7%	40
2015 Q4	$4.68M	Sell	119,820 -3,726	-3%	-$148K	0.71%	40
2015 Q3	$4.59M	Sell	123,546 -3,552	-3%	-$136K	0.72%	37
2015 Q2	$4.86M	Sell	127,098 -11,016	-8%	-$422K	0.73%	39
2015 Q1	$5.2M	Sell	138,114 -20,302	-13%	-$746K	0.76%	39
2014 Q4	$5.71M	Buy	158,416 +7,754	+5%	+$266K	0.84%	33
2014 Q3	$5.02M	Buy	150,662 +22,956	+18%	+$776K	0.77%	30
2014 Q2	$4.26M	Sell	127,706 -20,900	-14%	-$678K	0.66%	41
2014 Q1	$4.81M	Buy	148,606 +31,050	+26%	+$1.01M	0.84%	29
2013 Q4	$3.93M	Sell	117,556 -9,012	-7%	-$287K	0.72%	34
2013 Q3	$3.84M	Buy	+126,568	New	+$3.75M	0.81%	33

Other funds holding XLY

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Legacy Private Trust held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q2 2026 at 6,737 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #180.

Legacy Private Trust first reported a position in XLY in Q3 2013 and has held it in 29 quarters since. The position peaked at $5.71M in Q4 2014. 1,305 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Legacy Private Trust held 6,737 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $790K as of Q2 2026.
Legacy Private Trust left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Legacy Private Trust's portfolio in Q2 2026, its #180 holding.
Legacy Private Trust first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2013 and has held it in 29 quarters since.
Legacy Private Trust's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $5.71M in Q4 2014.
1,305 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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