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 Q3	$5.85M	Buy	53,520 +1,913	+4%	+$213K	2.01%	12
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XLC Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 3.7% in Q3 2026, buying an estimated $213K and bringing the position to 53,520 shares worth $5.85M. The position accounts for 2.01% of the portfolio, ranked #12.

AAFMAA Wealth Management & Trust first reported a position in XLC in Q2 2024 and has held it in 10 quarters since. 1,017 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

AAFMAA Wealth Management & Trust held 53,520 shares of State Street Communication Services Select Sector SPDR ETF worth $5.85M as of Q3 2026.
AAFMAA Wealth Management & Trust bought 1,913 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $213K.
State Street Communication Services Select Sector SPDR ETF made up 2.01% of AAFMAA Wealth Management & Trust's portfolio in Q3 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 10 quarters since.
1,017 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.