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Joseph P. Lucia & Associates’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Joseph P. Lucia & Associates’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 		$776K Buy
7,242
+565
+8% +$64.4K 0.23% 84
2026
Q1 		$740K Buy
6,677
+217
+3% +$25.1K 0.26% 83
2025
Q4 		$760K Buy
6,460
+1,370
+27% +$158K 0.27% 78
2025
Q3 		$603K Buy
5,090
+770
+18% +$85.6K 0.23% 88
2025
Q2 		$469K Buy
4,320
+1,059
+32% +$104K 0.19% 98
2025
Q1 		$315K Buy
+3,261
New +$326K 0.14% 109

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Joseph P. Lucia & Associates's XLC Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 8.5% in Q2 2026, buying an estimated $64.4K and bringing the position to 7,242 shares worth $776K. The position accounts for 0.23% of the portfolio, ranked #84.

Joseph P. Lucia & Associates first reported a position in XLC in Q1 2025 and has held it in 6 quarters since. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Joseph P. Lucia & Associates held 7,242 shares of State Street Communication Services Select Sector SPDR ETF worth $776K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 565 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $64.4K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.23% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #84 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.