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

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

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 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

Planning Strategies Inc.'s XLC Position: Q2 2026 in Review

Planning Strategies Inc. 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.

459 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Planning Strategies Inc. 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 Inc. position in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #311 holding.
  • 459 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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