Graves Light Lenhart Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Graves Light Lenhart Wealth’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	$214K	Hold	1,998	–	–	0.02%	193
2026 Q1	$221K	Hold	1,998	–	–	0.02%	185
2025 Q4	$235K	Hold	1,998	–	–	0.02%	174
2025 Q3	$237K	Hold	1,998	–	–	0.03%	171
2025 Q2	$217K	Buy	+1,998	New	+$197K	0.03%	180
2024 Q4	–	Sell	-2,799	Closed	-$253K	–	192
2024 Q3	$253K	Buy	+2,799	New	+$241K	0.03%	157

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

Graves Light Lenhart Wealth's XLC Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 1,998 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #193.

Graves Light Lenhart Wealth first reported a position in XLC in Q3 2024 and has held it in 6 quarters since. The position peaked at $253K in Q3 2024. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Graves Light Lenhart Wealth held 1,998 shares of State Street Communication Services Select Sector SPDR ETF worth $214K as of Q2 2026.
Graves Light Lenhart Wealth 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 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #193 holding.
Graves Light Lenhart Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
Graves Light Lenhart Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $253K in Q3 2024.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.