Planning Strategies’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Planning Strategies’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	$10.7K	Buy	+100	New	+$11.4K	0.01%	311

Other funds holding XLC

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Planning Strategies's XLC Position: Q2 2026 in Review

Planning Strategies opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 100 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

1,106 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Planning Strategies held 100 shares of State Street Communication Services Select Sector SPDR ETF worth $10.7K as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Planning Strategies position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #311 holding.
1,106 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.