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Leicht Financial Planning & Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Leicht Financial Planning & Wealth Management’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
Q4 		– Sell
-48,878
Closed -$5.79M – 14
2025
Q3 		$5.79M Sell
48,878
-475
-1% -$52.8K 2.61% 9
2025
Q2 		$5.36M Buy
49,353
+2,117
+4% +$209K 2.54% 9
2025
Q1 		$4.56M Sell
47,236
-6,740
-12% -$673K 2.38% 12
2024
Q4 		$5.23M Sell
53,976
-1,012
-2% -$96.5K 2.67% 10
2024
Q3 		$4.97M Buy
54,988
+541
+1% +$46.6K 2.5% 12
2024
Q2 		$4.66M Sell
54,447
-467
-0.9% -$38.5K 2.48% 11
2024
Q1 		$4.48M Sell
54,914
-1,296
-2% -$101K 2.46% 14
2023
Q4 		$4.08M Buy
+56,210
New +$3.87M 2.34% 14
2022
Q2 		– Sell
-87,875
Closed -$6.04M – 25
2022
Q1 		$6.04M Sell
87,875
-17,091
-16% -$1.2M 3.6% 14
2021
Q4 		$8.15M Buy
104,966
+48,633
+86% +$3.84M 4.65% 7
2021
Q3 		$4.56M Sell
56,333
-993
-2% -$82.2K 2.74% 15
2021
Q2 		$4.67M Buy
57,326
+2,060
+4% +$160K 2.83% 15
2021
Q1 		$4.05M Buy
55,266
+4,445
+9% +$316K 2.62% 16
2020
Q4 		$3.41M Buy
50,821
+7,591
+18% +$483K 2.31% 18
2020
Q3 		$2.56M Buy
+43,230
New +$2.56M 1.9% 18

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's XLC Position: Q4 2025 in Review

Leicht Financial Planning & Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 48,878 shares — an estimated $5.79M sold.

Leicht Financial Planning & Wealth Management first reported a position in XLC in Q3 2020 and held it in 15 quarters. The position peaked at $8.15M in Q4 2021. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • Leicht Financial Planning & Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 48,878 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $5.79M.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and held it in 15 quarters.
  • Leicht Financial Planning & Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $8.15M in Q4 2021.
  • 1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.