Legacy Edge Advisors
XLC icon

Legacy Edge Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Legacy Edge 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
Q3 		$593K Buy
5,344
+1,500
+39% +$167K 0.05% 132
2026
Q2 		$412K Buy
3,844
+210
+6% +$23.9K 0.04% 158
2026
Q1 		$403K Buy
+3,634
New +$421K 0.04% 154

Other funds holding XLC

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Legacy Edge Advisors's XLC Position: Q3 2026 in Review

Legacy Edge Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 39% in Q3 2026, buying an estimated $167K and bringing the position to 5,344 shares worth $593K. The position accounts for 0.05% of the portfolio, ranked #132.

Legacy Edge Advisors first reported a position in XLC in Q1 2026 and has held it in 3 quarters since. 1,010 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Legacy Edge Advisors held 5,344 shares of State Street Communication Services Select Sector SPDR ETF worth $593K as of Q3 2026.
  • Legacy Edge Advisors bought 1,500 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $167K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.05% of Legacy Edge Advisors's portfolio in Q3 2026, its #132 holding.
  • Legacy Edge Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,010 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.