LIA
XLC icon

LBMC Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

LBMC Investment Advisors’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
2025
Q4 		– Sell
-1,815
Closed -$215K – 234
2025
Q3 		$215K Buy
+1,815
New +$202K 0.01% 227

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LBMC Investment Advisors's XLC Position: Q4 2025 in Review

LBMC Investment Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 1,815 shares — an estimated $215K sold.

LBMC Investment Advisors first reported a position in XLC in Q3 2025 and held it in 1 quarter. The position peaked at $215K in Q3 2025. 1,206 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • LBMC Investment Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,815 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $215K.
  • LBMC Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • LBMC Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $215K in Q3 2025.
  • 1,206 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on LBMC Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.