Legacy Investment Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Legacy Investment Solutions’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 Q2	$11K	Buy	+101	New	+$9.95K	0.01%	301
2024 Q4	$10.4K	Hold	101	–	–	0.01%	286
2024 Q3	$9.82K	Buy	+101	New	+$8.71K	0.01%	318

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Legacy Investment Solutions's XLC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025: 101 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XLC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XLC in Q3 2024 and has held it in 3 quarters since. 1,111 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Legacy Investment Solutions held 101 shares of State Street Communication Services Select Sector SPDR ETF worth $11K as of Q2 2025.
State Street Communication Services Select Sector SPDR ETF was a new Legacy Investment Solutions position in Q2 2025.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #301 holding.
Legacy Investment Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
1,111 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.