ABLE Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

ABLE Financial Group’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 Q1	–	Sell	-3,515	Closed	-$414K	–	230
2025 Q4	$414K	Buy	3,515 +148	+4%	+$17K	0.08%	141
2025 Q3	$399K	Buy	3,367 +113	+3%	+$12.6K	0.09%	136
2025 Q2	$353K	Buy	3,254 +413	+15%	+$40.7K	0.09%	143
2025 Q1	$274K	Hold	2,841	–	–	0.08%	157
2024 Q4	$275K	Sell	2,841 -111	-4%	-$10.6K	0.08%	158
2024 Q3	$267K	Hold	2,952	–	–	0.08%	157
2024 Q2	$253K	Buy	+2,952	New	+$243K	0.09%	147

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ABLE Financial Group's XLC Position: Q1 2026 in Review

ABLE Financial Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 3,515 shares — an estimated $414K sold.

ABLE Financial Group first reported a position in XLC in Q2 2024 and held it in 7 quarters. The position peaked at $414K in Q4 2025. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

ABLE Financial Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
ABLE Financial Group sold 3,515 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $414K.
ABLE Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and held it in 7 quarters.
ABLE Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $414K in Q4 2025.
1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.