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

Access Financial Services’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	$565K	Buy	5,277 +25	+0.5%	+$2.85K	0.19%	64
2026 Q1	$582K	Sell	5,252 -1,360	-21%	-$157K	0.21%	63
2025 Q4	$778K	Sell	6,612 -620	-9%	-$71.4K	0.28%	58
2025 Q3	$856K	Hold	7,232	–	–	0.31%	57
2025 Q2	$785K	Buy	7,232 +241	+3%	+$23.7K	0.3%	59
2025 Q1	$674K	Buy	6,991 +3,018	+76%	+$301K	0.27%	59
2024 Q4	$385K	Sell	3,973 -65	-2%	-$6.2K	0.17%	84
2024 Q3	$365K	Hold	4,038	–	–	0.17%	84
2024 Q2	$346K	Hold	4,038	–	–	0.16%	84
2024 Q1	$330K	Buy	4,038 +60	+2%	+$4.67K	0.15%	83
2023 Q4	$289K	Buy	+3,978	New	+$274K	0.15%	87
2022 Q2	–	Sell	-7,682	Closed	-$528K	–	118
2022 Q1	$528K	Sell	7,682 -30,291	-80%	-$2.13M	0.25%	89
2021 Q4	$2.95M	Buy	+37,973	New	+$3M	1.33%	12

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

Access Financial Services's XLC Position: Q2 2026 in Review

Access Financial Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.48% in Q2 2026, buying an estimated $2.85K and bringing the position to 5,277 shares worth $565K. The position accounts for 0.19% of the portfolio, ranked #64.

Access Financial Services first reported a position in XLC in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.95M in Q4 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Access Financial Services held 5,277 shares of State Street Communication Services Select Sector SPDR ETF worth $565K as of Q2 2026.
Access Financial Services bought 25 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.85K.
State Street Communication Services Select Sector SPDR ETF made up 0.19% of Access Financial Services's portfolio in Q2 2026, its #64 holding.
Access Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
Access Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $2.95M in Q4 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.