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

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

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. 1,161 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.
1,161 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.