Legacy Capital Wealth Partners, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1766228
LITTLE ROCK, AR
Position in XLB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$611,078
+$49,266 QoQ
Shares Held
12,022
+6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#170
of 293 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,078 | 12,022 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $561,812 | 11,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $451,096 | 9,947 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $383,394 | 4,278 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $343,951 | 3,917 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $323,198 | 3,759 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $306,942 | 3,648 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $521,415 | 5,410 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $278,529 | 3,154 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||