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

Abound Wealth Management’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	$965	Buy	+9	New	+$1.03K	﹤0.01%	825
2024 Q2	–	Sell	-45	Closed	-$3.69K	–	1322
2024 Q1	$3.69K	Buy	+45	New	+$3.5K	﹤0.01%	588
2023 Q3	–	Sell	-27	Closed	-$1.76K	–	1232
2023 Q2	$1.76K	Buy	+27	New	+$1.64K	﹤0.01%	659

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

Abound Wealth Management's XLC Position: Q2 2026 in Review

Abound Wealth Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 9 shares worth $965. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in XLC as recently as Q1 2024.

Abound Wealth Management first reported a position in XLC in Q2 2023 and has held it in 3 quarters since. The position peaked at $3.69K in Q1 2024. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Abound Wealth Management held 9 shares of State Street Communication Services Select Sector SPDR ETF worth $965 as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Abound Wealth Management position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #825 holding.
Abound Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 3 quarters since.
Abound Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.69K in Q1 2024.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.