Legacy Private Trust Co. Utilities Sector Spdr Transaction History

Legacy Private Trust Co.

  • $1.52 Billion
  • Q2 2025

A detailed history of Legacy Private Trust Co. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Legacy Private Trust Co. holds 63,364 shares of XLU stock, worth $5.43 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
63,364
Previous 55,272 14.64%
Holding current value
$5.43 Million
Previous $4.31 Million 20.05%
% of portfolio
0.34%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$73.09 - $82.77 $591,444 - $669,774
8,092 Added 14.64%
63,364 $5.17 Million
Q1 2025

Apr 04, 2025
BUY
$74.7 - $80.27 $90,237 - $96,966
1,208 Added 2.23%
55,272 $4.31 Million
Q4 2024

Jan 08, 2025
BUY
$74.89 - $82.93 $243,092 - $269,190
3,246 Added 6.39%
54,064 $4.09 Million
Q3 2024

Oct 07, 2024
SELL
$67.67 - $80.78 $11,165 - $13,328
-165 Reduced 0.32%
50,818 $4.11 Million
Q2 2024

Jul 12, 2024
BUY
$62.77 - $72.87 $453,638 - $526,631
7,227 Added 16.52%
50,983 $3.47 Million
Q1 2024

Apr 10, 2024
SELL
$59.95 - $65.65 $372,049 - $407,423
-6,206 Reduced 12.42%
43,756 $2.87 Million
Q4 2023

Jan 10, 2024
BUY
$56.19 - $65.96 $877,406 - $1.03 Million
15,615 Added 45.46%
49,962 $3.16 Million
Q3 2023

Oct 11, 2023
SELL
$58.83 - $68.46 $1.22 Million - $1.42 Million
-20,783 Reduced 37.7%
34,347 $2.02 Million
Q2 2023

Jul 07, 2023
BUY
$64.34 - $69.97 $41,048 - $44,640
638 Added 1.17%
55,130 $3.61 Million
Q1 2023

Apr 12, 2023
BUY
$63.7 - $72.08 $1.22 Million - $1.38 Million
19,086 Added 53.91%
54,492 $3.69 Million
Q4 2022

Jan 06, 2023
BUY
$61.52 - $72.67 $1.6 Million - $1.89 Million
26,054 Added 278.59%
35,406 $2.5 Million
Q3 2022

Oct 06, 2022
BUY
$65.51 - $78.12 $612,649 - $730,578
9,352 New
9,352 $613,000

Others Institutions Holding XLU

# of Institutions
1,588
Shares Held
144M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Legacy Private Trust Co. Portfolio

Follow Legacy Private Trust Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Private Trust Co., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Private Trust Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email