Legacy Wealth Managment, LLC/ID XLRE β€” SELECT SECTOR SPDR TR

Ownership history in Legacy Wealth Managment, LLC/ID  Β·  5 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported SELECT SECTOR SPDR TR (XLRE) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows XLRE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Managment, LLC/ID's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

XLRE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLRE stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held XLRE β€” position size vs. price
% of Fund (quarterly)    XLRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 37.4% -2.5% βœ… 57 -34 -37.4% 0.00% $2K 2025-11-12 $40.65
2025 Q2 ADDED β€” β€” β€” 91 +57 +167.6% 0.00% $4K 2025-08-06 $40.40
2025 Q1 UNCHANGED β€” β€” β€” 34 β€” 0% 0.00% $1K 2025-05-16 $40.60
2024 Q4 REDUCED 70.9% +3.6% ❌ 34 -83 -70.9% 0.00% $1K 2025-02-13 $40.55
2024 Q3 INITIATED β€” β€” β€” 117 β€” β€” 0.00% $5K 2024-11-15 $40.83

🏒 Other funds also holding XLRE

As of 2026 Q1 β€” sorted by position size

Dean, Jacobson Financial Services, LLC 3Y 13.1% American National Bank of Texas 4.99% SURIENCE PRIVATE WEALTH LLC 3Y 4.81% Moss Adams Wealth Advisors LLC 4.75% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 4.01% Prentice Wealth Management LLC 3Y 3.51% LCW Services, LLC 3.06% J. Team Financial, Inc. 2.89% Parcion Private Wealth LLC 3Y 2.66% Econ Financial Services Corp 3Y 7Y 2.63%

FAQ About Legacy Wealth Managment, LLC/ID and XLRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Managment, LLC/ID reported owning XLRE?

Legacy Wealth Managment, LLC/ID reported XLRE across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported XLRE position in Legacy Wealth Managment, LLC/ID's portfolio?

The largest reported portfolio weight for XLRE was 0.00% in 2024 Q3.

What is the latest reported XLRE position on this page?

The most recent filing on this page is 2025 Q3, when Legacy Wealth Managment, LLC/ID reported 57 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this XLRE ownership page compare?

The chart compares Legacy Wealth Managment, LLC/ID's quarterly XLRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Wealth Managment, LLC/ID time their XLRE position?

Based on 13F filing dates vs. subsequent XLRE price moves, Legacy Wealth Managment, LLC/ID correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on XLRE relative to SPY over the holding period was -15.8%.

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