LVZ Inc’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

LVZ Inc’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 Q3	$1.55M	Buy	13,967 +801	+6%	+$89.1K	0.16%	44
2026 Q2	$1.41M	Buy	13,166 +868	+7%	+$98.9K	0.14%	51
2026 Q1	$1.36M	Buy	12,298 +915	+8%	+$106K	0.16%	43
2025 Q4	$1.34M	Buy	11,383 +802	+8%	+$92.3K	0.15%	47
2025 Q3	$1.25M	Buy	10,581 +81	+0.8%	+$9K	0.14%	45
2025 Q2	$1.14M	Buy	+10,500	New	+$1.03M	0.14%	49
2024 Q3	–	Sell	-15,323	Closed	-$1.31M	–	156
2024 Q2	$1.31M	Buy	15,323 +270	+2%	+$22.2K	0.18%	38
2024 Q1	$1.23M	Buy	+15,053	New	+$1.17M	0.17%	41

Other funds holding XLC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LVZ Inc's XLC Position: Q3 2026 in Review

LVZ Inc increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.1% in Q3 2026, buying an estimated $89.1K and bringing the position to 13,967 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #44.

LVZ Inc first reported a position in XLC in Q1 2024 and has held it in 8 quarters since. 659 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

LVZ Inc held 13,967 shares of State Street Communication Services Select Sector SPDR ETF worth $1.55M as of Q3 2026.
LVZ Inc bought 801 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $89.1K.
State Street Communication Services Select Sector SPDR ETF made up 0.16% of LVZ Inc's portfolio in Q3 2026, its #44 holding.
LVZ Inc first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.