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

Legacy Wealth Management (Tennessee)’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	–	Sell	-3,659	Closed	-$353K	–	38
2025 Q1	$353K	Sell	3,659 -202	-5%	-$20.2K	0.02%	31
2024 Q4	$374K	Sell	3,861 -76	-2%	-$7.25K	0.02%	33
2024 Q3	$356K	Buy	+3,937	New	+$339K	0.02%	33

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s XLC Position: Q2 2025 in Review

Legacy Wealth Management (Tennessee) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2025, closing a stake of 3,659 shares — an estimated $353K sold.

Legacy Wealth Management (Tennessee) first reported a position in XLC in Q3 2024 and held it in 3 quarters. The position peaked at $374K in Q4 2024. 1,114 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Legacy Wealth Management (Tennessee) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Legacy Wealth Management (Tennessee) sold 3,659 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $353K.
Legacy Wealth Management (Tennessee) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
Legacy Wealth Management (Tennessee)'s State Street Communication Services Select Sector SPDR ETF position peaked at $374K in Q4 2024.
1,114 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.