LWL
XLC icon

Leo Wealth LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Leo Wealth LLC’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
Q1 		$364K Buy
3,284
+253
+8% +$29.3K 0.03% 319
2025
Q4 		$357K Buy
+3,031
New +$349K 0.03% 316

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Leo Wealth LLC's XLC Position: Q1 2026 in Review

Leo Wealth LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 8.3% in Q1 2026, buying an estimated $29.3K and bringing the position to 3,284 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #319.

Leo Wealth LLC first reported a position in XLC in Q4 2025 and has held it in 2 quarters since. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Leo Wealth LLC held 3,284 shares of State Street Communication Services Select Sector SPDR ETF worth $364K as of Q1 2026.
  • Leo Wealth LLC bought 253 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $29.3K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #319 holding.
  • Leo Wealth LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.