CFC Planning Company’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

CFC Planning Company’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	–	Sell	-18,245	Closed	-$2.02M	–	87
2026 Q1	$2.02M	Sell	18,245 -2,663	-13%	-$308K	1.44%	28
2025 Q4	$2.46M	Sell	20,908 -2,557	-11%	-$294K	1.87%	22
2025 Q3	$2.78M	Buy	23,465 +3,564	+18%	+$396K	2.28%	14
2025 Q2	$2.16M	Buy	19,901 +2,403	+14%	+$237K	2.04%	18
2025 Q1	$1.69M	Sell	17,498 -7,322	-30%	-$731K	1.81%	25
2024 Q4	$2.4M	Buy	+24,820	New	+$2.37M	2.57%	14

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

CFC Planning Company's XLC Position: Q2 2026 in Review

CFC Planning Company sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 18,245 shares — an estimated $2.02M sold.

CFC Planning Company first reported a position in XLC in Q4 2024 and held it in 6 quarters. The position peaked at $2.78M in Q3 2025. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

CFC Planning Company reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
CFC Planning Company sold 18,245 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.02M.
CFC Planning Company first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
CFC Planning Company's State Street Communication Services Select Sector SPDR ETF position peaked at $2.78M in Q3 2025.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.