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

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

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. 1,156 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.
1,156 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.