Kaizen Financial Strategies’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Kaizen Financial Strategies’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	$685K	Sell	6,240 -382	-6%	-$43.5K	0.22%	69
2026 Q1	$787K	Buy	6,622 +350	+6%	+$40.5K	0.33%	57
2025 Q4	$738K	Sell	6,272 -518	-8%	-$59.6K	0.33%	53
2025 Q3	$763K	Buy	6,790 +523	+8%	+$58.1K	0.34%	50
2025 Q2	$680K	Buy	6,267 +1	+0%	+$99	0.35%	52
2025 Q1	$604K	Sell	6,266 -98	-2%	-$9.79K	0.35%	52
2024 Q4	$616K	Buy	6,364 +1,501	+31%	+$143K	0.35%	50
2024 Q3	$440K	Buy	4,863 +2	+0%	+$172	0.26%	66
2024 Q2	$412K	Sell	4,861 -2,181	-31%	-$180K	0.26%	66
2024 Q1	$575K	Buy	7,042 +1	+0%	+$78	0.39%	47
2023 Q4	$512K	Sell	7,041 -450	-6%	-$31K	0.39%	45
2023 Q3	$491K	Buy	7,491 +2	+0%	+$133	0.42%	42
2023 Q2	$500K	Buy	7,489 +698	+10%	+$42.5K	0.43%	40
2023 Q1	$394K	Sell	6,791 -1,181	-15%	-$64.1K	0.39%	49
2022 Q4	$417K	Sell	7,972 -284	-3%	-$13.9K	0.41%	54
2022 Q3	$395K	Sell	8,256 -3,415	-29%	-$188K	0.4%	59
2022 Q2	$633K	Buy	11,671 +305	+3%	+$18.4K	0.62%	40
2022 Q1	$782K	Sell	11,366 -8,178	-42%	-$576K	0.61%	39
2021 Q4	$1.52M	Buy	19,544 +1,086	+6%	+$85.9K	1.14%	24
2021 Q3	$1.48M	Buy	+18,458	New	+$1.53M	1.19%	22
2021 Q1	$508K	Sell	6,932 -5,182	-43%	-$369K	0.48%	62
2020 Q4	$817K	Buy	+12,114	New	+$771K	0.91%	27

Other funds holding XLC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Kaizen Financial Strategies's XLC Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.8% in Q2 2026, selling an estimated $43.5K and leaving 6,240 shares worth $685K. The position accounts for 0.22% of the portfolio, ranked #69.

Kaizen Financial Strategies first reported a position in XLC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.52M in Q4 2021. 494 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Kaizen Financial Strategies held 6,240 shares of State Street Communication Services Select Sector SPDR ETF worth $685K as of Q2 2026.
Kaizen Financial Strategies sold 382 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $43.5K.
State Street Communication Services Select Sector SPDR ETF made up 0.22% of Kaizen Financial Strategies's portfolio in Q2 2026, its #69 holding.
Kaizen Financial Strategies first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Kaizen Financial Strategies's State Street Communication Services Select Sector SPDR ETF position peaked at $1.52M in Q4 2021.
494 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.