Financial Select Sector SPDR shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 24k | 53.87 |
| 2025-06-30 | $1.3M | 24k | 52.37 |
| 2025-03-31 | $248k | 5.0k | 49.81 |
| 2024-12-31 | $240k | 5.0k | 48.33 |
| 2023-06-30 | $394k | 12k | 33.71 |
| 2023-03-31 | $4.5M | 139k | 32.15 |
| 2022-12-31 | $400k | 12k | 34.16 |
| 2022-09-30 | $337k | 11k | 30.32 |
| 2022-06-30 | $342k | 11k | 31.45 |
| 2022-03-31 | $408k | 11k | 38.32 |
| 2021-12-31 | $438k | 11k | 39.08 |
| 2021-09-30 | $421k | 11k | 37.56 |
| 2021-06-30 | $429k | 12k | 36.70 |
| 2021-03-31 | $398k | 12k | 34.05 |
| 2020-12-31 | $336k | 11k | 29.50 |
| 2020-09-30 | $264k | 11k | 24.11 |
| 2020-06-30 | $293k | 13k | 23.17 |
| 2020-03-31 | $251k | 12k | 20.85 |
| 2019-12-31 | $740k | 24k | 30.77 |
| 2019-09-30 | $670k | 24k | 27.99 |
| 2019-06-30 | $656k | 24k | 27.60 |
| 2019-03-31 | $577k | 22k | 25.72 |
| 2018-12-31 | $291k | 12k | 23.78 |
| 2018-09-30 | $386k | 14k | 27.58 |
| 2018-06-30 | $360k | 14k | 26.59 |
| 2018-03-31 | $342k | 12k | 27.59 |
| 2017-12-31 | $373k | 13k | 27.93 |
| 2017-09-30 | $339k | 13k | 25.90 |
| 2017-06-30 | $318k | 13k | 24.66 |
| 2017-03-31 | $349k | 15k | 23.73 |
| 2016-12-31 | $342k | 15k | 23.24 |
| 2016-09-30 | $2.9M | 150k | 19.30 |
| 2016-06-30 | $445k | 20k | 22.87 |
| 2015-12-31 | $3.9M | 163k | 23.83 |
| 2015-09-30 | $3.9M | 170k | 22.66 |
| 2015-06-30 | $516k | 21k | 24.39 |