Lebenthal Global Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lebenthal Global 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
2026 Q2	$349K	Sell	3,255 -245	-7%	-$27.9K	0.05%	174
2026 Q1	$388K	Sell	3,500 -674	-16%	-$78K	0.06%	165
2025 Q4	$491K	Sell	4,174 -53	-1%	-$6.1K	0.08%	150
2025 Q3	$500K	Sell	4,227 -18	-0.4%	-$2K	0.09%	146
2025 Q2	$461K	Buy	4,245 +1,000	+31%	+$98.5K	0.09%	139
2025 Q1	$313K	Hold	3,245	–	–	0.06%	161
2024 Q4	$314K	Sell	3,245 -150	-4%	-$14.3K	0.06%	177
2024 Q3	$307K	Sell	3,395 -70	-2%	-$6.04K	0.06%	159
2024 Q2	$297K	Sell	3,465 -50	-1%	-$4.12K	0.07%	154
2024 Q1	$287K	Hold	3,515	–	–	0.06%	163
2023 Q4	$255K	Sell	3,515 -375	-10%	-$25.8K	0.06%	168
2023 Q3	$255K	Buy	+3,890	New	+$259K	0.08%	114
2021 Q1	–	Sell	-1,000	Closed	-$67K	–	551
2020 Q4	$67K	Buy	+1,000	New	+$63.6K	0.05%	220

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 22.9% 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

Lebenthal Global Advisors's XLC Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7% in Q2 2026, selling an estimated $27.9K and leaving 3,255 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #174.

Lebenthal Global Advisors first reported a position in XLC in Q4 2020 and has held it in 13 quarters since. The position peaked at $500K in Q3 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Lebenthal Global Advisors held 3,255 shares of State Street Communication Services Select Sector SPDR ETF worth $349K as of Q2 2026.
Lebenthal Global Advisors sold 245 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $27.9K.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of Lebenthal Global Advisors's portfolio in Q2 2026, its #174 holding.
Lebenthal Global Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 13 quarters since.
Lebenthal Global Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $500K in Q3 2025.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.