Center for Financial Planning’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Center for Financial Planning’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2K	Hold	105	–	–	﹤0.01%	488
2026 Q1	$11.6K	Buy	+105	New	+$12.2K	﹤0.01%	477
2022 Q4	–	Sell	-290	Closed	-$14K	–	673
2022 Q3	$14K	Hold	290	–	–	﹤0.01%	324
2022 Q2	$16K	Hold	290	–	–	﹤0.01%	312
2022 Q1	$20K	Hold	290	–	–	﹤0.01%	303
2021 Q4	$23K	Hold	290	–	–	﹤0.01%	300
2021 Q3	$23K	Hold	290	–	–	0.01%	297
2021 Q2	$23K	Hold	290	–	–	0.01%	297
2021 Q1	$21K	Hold	290	–	–	0.01%	305
2020 Q4	$20K	Buy	+290	New	+$18.5K	0.01%	286

Other funds holding XLC

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Center for Financial Planning's XLC Position: Q2 2026 in Review

Center for Financial Planning held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 105 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Center for Financial Planning first reported a position in XLC in Q4 2020 and has held it in 10 quarters since. The position peaked at $23K in Q4 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Center for Financial Planning held 105 shares of State Street Communication Services Select Sector SPDR ETF worth $11.2K as of Q2 2026.
Center for Financial Planning left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #488 holding.
Center for Financial Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Center for Financial Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $23K in Q4 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.