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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

LVZ Inc's XLC Position: Q2 2026 in Review

LVZ Inc increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.1% in Q2 2026, buying an estimated $98.9K and bringing the position to 13,166 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #51.

LVZ Inc first reported a position in XLC in Q1 2024 and has held it in 7 quarters since. 429 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

LVZ Inc held 13,166 shares of State Street Communication Services Select Sector SPDR ETF worth $1.41M as of Q2 2026.
LVZ Inc bought 868 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $98.9K.
State Street Communication Services Select Sector SPDR ETF made up 0.14% of LVZ Inc's portfolio in Q2 2026, its #51 holding.
LVZ Inc first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
429 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.