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Larson Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Larson Financial Group’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 		$892K Buy
8,326
+874
+12% +$99.6K 0.02% 392
2026
Q1 		$826K Buy
7,452
+1,386
+23% +$160K 0.03% 354
2025
Q4 		$714K Sell
6,066
-87
-1% -$10K 0.02% 381
2025
Q3 		$728K Buy
6,153
+107
+2% +$11.9K 0.03% 377
2025
Q2 		$656K Buy
6,046
+725
+14% +$71.4K 0.03% 368
2025
Q1 		$513K Buy
5,321
+354
+7% +$35.4K 0.02% 399
2024
Q4 		$481K Buy
4,967
+160
+3% +$15.3K 0.02% 365
2024
Q3 		$435K Buy
4,807
+191
+4% +$16.5K 0.02% 368
2024
Q2 		$395K Buy
4,616
+1,245
+37% +$103K 0.03% 318
2024
Q1 		$275K Buy
3,371
+35
+1% +$2.73K 0.02% 325
2023
Q4 		$242K Sell
3,336
-812
-20% -$55.9K 0.02% 308
2023
Q3 		$272K Buy
4,148
+300
+8% +$20K 0.03% 267
2023
Q2 		$250K Buy
3,848
+212
+6% +$12.9K 0.03% 283
2023
Q1 		$211K Sell
3,636
-56
-2% -$3.04K 0.02% 305
2022
Q4 		$177K Buy
3,692
+15
+0.4% +$735 0.02% 320
2022
Q3 		$176K Buy
3,677
+2,372
+182% +$130K 0.03% 285
2022
Q2 		$71K Buy
1,305
+38
+3% +$2.29K 0.01% 301
2022
Q1 		$87K Hold
1,267
– – 0.01% 291
2021
Q4 		$98K Hold
1,267
– – 0.02% 275
2021
Q3 		$101K Buy
1,267
+29
+2% +$2.4K 0.02% 208
2021
Q2 		$100K Hold
1,238
– – 0.02% 190
2021
Q1 		$91K Buy
+1,238
New +$88.1K 0.03% 179

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

Larson Financial Group's XLC Position: Q2 2026 in Review

Larson Financial Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 12% in Q2 2026, buying an estimated $99.6K and bringing the position to 8,326 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #392.

Larson Financial Group first reported a position in XLC in Q1 2021 and has held it in 22 quarters since. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Larson Financial Group held 8,326 shares of State Street Communication Services Select Sector SPDR ETF worth $892K as of Q2 2026.
  • Larson Financial Group bought 874 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $99.6K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #392 holding.
  • Larson Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 22 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.