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AAFMAA Wealth Management & Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

AAFMAA Wealth Management & Trust’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 		$5.53M Buy
51,607
+2,919
+6% +$333K 1.93% 12
2026
Q1 		$5.4M Buy
48,688
+20,351
+72% +$2.36M 2.09% 11
2025
Q4 		$3.34M Buy
28,337
+3,151
+13% +$363K 1.31% 17
2025
Q3 		$2.98M Buy
25,186
+288
+1% +$32K 1.18% 17
2025
Q2 		$2.7M Buy
24,898
+4,863
+24% +$479K 1.12% 18
2025
Q1 		$1.93M Buy
20,035
+11,009
+122% +$1.1M 0.88% 32
2024
Q4 		$874K Buy
9,026
+178
+2% +$17K 0.38% 62
2024
Q3 		$800K Buy
8,848
+5,360
+154% +$462K 0.35% 62
2024
Q2 		$299K Buy
+3,488
New +$287K 0.15% 71

Other funds holding XLC

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
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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XLC Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6% in Q2 2026, buying an estimated $333K and bringing the position to 51,607 shares worth $5.53M. The position accounts for 1.93% of the portfolio, ranked #12.

AAFMAA Wealth Management & Trust first reported a position in XLC in Q2 2024 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 51,607 shares of State Street Communication Services Select Sector SPDR ETF worth $5.53M as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 2,919 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $333K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.93% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #12 holding.
  • AAFMAA Wealth Management & Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • 350 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.