LifeSteps Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

LifeSteps Financial’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	$2.14K	Buy	+20	New	+$2.28K	﹤0.01%	667
2024 Q2	–	Sell	-20	Closed	-$1.63K	–	424
2024 Q1	$1.63K	Buy	+20	New	+$1.56K	﹤0.01%	397

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

LifeSteps Financial's XLC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 20 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in XLC as recently as Q1 2024.

LifeSteps Financial first reported a position in XLC in Q1 2024 and has held it in 2 quarters since. 1,159 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

LifeSteps Financial held 20 shares of State Street Communication Services Select Sector SPDR ETF worth $2.14K as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new LifeSteps Financial position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #667 holding.
LifeSteps Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 2 quarters since.
1,159 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.