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

Comprehensive 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	$72.9K	Sell	680 -261	-28%	-$29.7K	0.04%	157
2026 Q1	$104K	Buy	941 +3	+0.3%	+$347	0.07%	123
2025 Q4	$110K	Buy	938 +264	+39%	+$30.4K	0.07%	123
2025 Q3	$79.8K	Buy	674 +2	+0.3%	+$222	0.05%	142
2025 Q2	$72.9K	Buy	672 +2	+0.3%	+$197	0.06%	136
2025 Q1	$64.7K	Buy	670 +2	+0.3%	+$200	0.06%	121
2024 Q4	$64.7K	Buy	+668	New	+$63.7K	0.05%	143

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

Comprehensive Financial Planning's XLC Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 28% in Q2 2026, selling an estimated $29.7K and leaving 680 shares worth $72.9K. The position accounts for 0.04% of the portfolio, ranked #157.

Comprehensive Financial Planning first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $110K in Q4 2025. 1,153 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Comprehensive Financial Planning held 680 shares of State Street Communication Services Select Sector SPDR ETF worth $72.9K as of Q2 2026.
Comprehensive Financial Planning sold 261 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $29.7K.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Comprehensive Financial Planning's portfolio in Q2 2026, its #157 holding.
Comprehensive Financial Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $110K in Q4 2025.
1,153 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.