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

Accurate 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 Q1	–	Sell	-1,878	Closed	-$221K	–	576
2025 Q4	$221K	Sell	1,878 -159	-8%	-$18.3K	0.03%	473
2025 Q3	$233K	Buy	+2,037	New	+$226K	0.03%	448
2025 Q1	–	Sell	-64,585	Closed	-$6.19M	–	420
2024 Q4	$6.19M	Buy	64,585 +59,057	+1,068%	+$5.63M	1.19%	15
2024 Q3	$503K	Sell	5,528 -66,526	-92%	-$5.74M	0.1%	194
2024 Q2	$6.24M	Buy	+72,054	New	+$5.94M	1.5%	10
2024 Q1	–	Sell	-4,427	Closed	-$325K	–	309
2023 Q4	$325K	Sell	4,427 -110,061	-96%	-$7.57M	0.1%	187
2023 Q3	$7.83M	Sell	114,488 -41,844	-27%	-$2.79M	2.46%	4
2023 Q2	$10.5M	Sell	156,332 -17,780	-10%	-$1.08M	3.27%	3
2023 Q1	$10.2M	Buy	174,112 +174,022	+193,358%	+$9.45M	3.53%	2
2022 Q4	$4.61K	Buy	+90	New	+$4.41K	﹤0.01%	1042

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Accurate Wealth Management's XLC Position: Q1 2026 in Review

Accurate Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 1,878 shares — an estimated $221K sold.

Accurate Wealth Management first reported a position in XLC in Q4 2022 and held it in 10 quarters. The position peaked at $10.5M in Q2 2023. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Accurate Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Accurate Wealth Management sold 1,878 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $221K.
Accurate Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
Accurate Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $10.5M in Q2 2023.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.