Lodestone Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lodestone 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
2026 Q2	$10.6K	Sell	99 -24	-20%	-$2.73K	﹤0.01%	510
2026 Q1	$13.6K	Hold	123	–	–	0.01%	467
2025 Q4	$14.5K	Buy	+123	New	+$14.2K	0.01%	454

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

Lodestone Wealth Management's XLC Position: Q2 2026 in Review

Lodestone Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 20% in Q2 2026, selling an estimated $2.73K and leaving 99 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Lodestone Wealth Management first reported a position in XLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.5K in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Lodestone Wealth Management held 99 shares of State Street Communication Services Select Sector SPDR ETF worth $10.6K as of Q2 2026.
Lodestone Wealth Management sold 24 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.73K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #510 holding.
Lodestone Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Lodestone Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $14.5K in Q4 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.