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

LPWM 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 Q2	$224K	Buy	2,092 +6	+0.3%	+$684	0.05%	92
2026 Q1	$231K	Sell	2,086 -988	-32%	-$114K	0.06%	87
2025 Q4	$362K	Hold	3,074	–	–	0.09%	72
2025 Q3	$364K	Hold	3,074	–	–	0.1%	67
2025 Q2	$334K	Hold	3,074	–	–	0.1%	68
2025 Q1	$296K	Buy	3,074 +8	+0.3%	+$799	0.1%	67
2024 Q4	$297K	Buy	+3,066	New	+$292K	0.1%	62
2024 Q3	–	Sell	-2,416	Closed	-$210K	–	79
2024 Q2	$210K	Buy	+2,416	New	+$199K	0.07%	73
2022 Q3	–	Sell	-3,852	Closed	-$218K	–	63
2022 Q2	$218K	Buy	3,852 +1	+0%	+$60	0.12%	58
2022 Q1	$263K	Buy	3,851 +1,051	+38%	+$74.1K	0.13%	60
2021 Q4	$218K	Buy	2,800 +99	+4%	+$7.83K	0.12%	65
2021 Q3	$220K	Buy	2,701 +25	+0.9%	+$2.07K	0.13%	60
2021 Q2	$218K	Buy	+2,676	New	+$208K	0.13%	58

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

LPWM LLC's XLC Position: Q2 2026 in Review

LPWM LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.29% in Q2 2026, buying an estimated $684 and bringing the position to 2,092 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #92.

LPWM LLC first reported a position in XLC in Q2 2021 and has held it in 13 quarters since. The position peaked at $364K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

LPWM LLC held 2,092 shares of State Street Communication Services Select Sector SPDR ETF worth $224K as of Q2 2026.
LPWM LLC bought 6 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $684.
State Street Communication Services Select Sector SPDR ETF made up 0.05% of LPWM LLC's portfolio in Q2 2026, its #92 holding.
LPWM LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
LPWM LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $364K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.