Legacy Wealth Management (Idaho)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-49	Closed	-$5.43K	–	982
2026 Q1	$5.43K	Hold	49	–	–	﹤0.01%	602
2025 Q4	$5.77K	Hold	49	–	–	﹤0.01%	511
2025 Q3	$5.8K	Sell	49 -52	-51%	-$5.78K	﹤0.01%	413
2025 Q2	$11K	Sell	101 -18	-15%	-$1.77K	0.01%	301
2025 Q1	$11.5K	Buy	119 +18	+18%	+$1.8K	0.01%	308
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 $1.55T 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 22.96% 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

Legacy Wealth Management (Idaho)'s XLC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 49 shares — an estimated $5.43K sold.

Legacy Wealth Management (Idaho) first reported a position in XLC in Q3 2024 and held it in 7 quarters. The position peaked at $11.5K in Q1 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 49 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $5.43K.
Legacy Wealth Management (Idaho) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street Communication Services Select Sector SPDR ETF position peaked at $11.5K in Q1 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 Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.