LCGC
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Legacy Capital Group California’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Legacy Capital Group California’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 		$581K Sell
5,421
-1,286
-19% -$147K 0.18% 171
2026
Q1 		$743K Sell
6,707
-50
-0.7% -$5.79K 0.28% 113
2025
Q4 		$795K Sell
6,757
-17
-0.3% -$1.96K 0.19% 138
2025
Q3 		$802K Sell
6,774
-39
-0.6% -$4.33K 0.2% 132
2025
Q2 		$739K Sell
6,813
-258
-4% -$25.4K 0.2% 125
2025
Q1 		$682K Buy
7,071
+2,186
+45% +$218K 0.24% 111
2024
Q4 		$473K Buy
4,885
+1,436
+42% +$137K 0.14% 187
2024
Q3 		$312K Sell
3,449
-650
-16% -$56K 0.1% 224
2024
Q2 		$351K Buy
+4,099
New +$338K 0.13% 207

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

Legacy Capital Group California's XLC Position: Q2 2026 in Review

Legacy Capital Group California reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 19% in Q2 2026, selling an estimated $147K and leaving 5,421 shares worth $581K. The position accounts for 0.18% of the portfolio, ranked #171.

Legacy Capital Group California first reported a position in XLC in Q2 2024 and has held it in 9 quarters since. The position peaked at $802K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Legacy Capital Group California held 5,421 shares of State Street Communication Services Select Sector SPDR ETF worth $581K as of Q2 2026.
  • Legacy Capital Group California sold 1,286 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $147K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.18% of Legacy Capital Group California's portfolio in Q2 2026, its #171 holding.
  • Legacy Capital Group California first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Legacy Capital Group California's State Street Communication Services Select Sector SPDR ETF position peaked at $802K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.