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

Larry Mathis 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	–	Sell	-2,844	Closed	-$315K	–	195
2026 Q1	$315K	Buy	+2,844	New	+$329K	0.28%	106

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

Larry Mathis Financial Planning's XLC Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 2,844 shares — an estimated $315K sold.

Larry Mathis Financial Planning first reported a position in XLC in Q1 2026 and held it in 1 quarter. The position peaked at $315K in Q1 2026. 1,150 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Larry Mathis Financial Planning reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Larry Mathis Financial Planning sold 2,844 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $315K.
Larry Mathis Financial Planning first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
Larry Mathis Financial Planning's State Street Communication Services Select Sector SPDR ETF position peaked at $315K in Q1 2026.
1,150 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.