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

Affinity 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	$32.8M	Buy	305,887 +4,280	+1%	+$488K	4.22%	8
2026 Q1	$33.4M	Buy	301,607 +2,439	+0.8%	+$282K	5.06%	8
2025 Q4	$35.2M	Buy	299,168 +4,899	+2%	+$564K	5.01%	8
2025 Q3	$34.8M	Buy	294,269 +3,499	+1%	+$389K	5.1%	8
2025 Q2	$31.6M	Buy	+290,770	New	+$28.6M	5.04%	8

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

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

Affinity Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.4% in Q2 2026, buying an estimated $488K and bringing the position to 305,887 shares worth $32.8M. The position accounts for 4.22% of the portfolio, ranked #8.

Affinity Wealth Management first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $35.2M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Affinity Wealth Management held 305,887 shares of State Street Communication Services Select Sector SPDR ETF worth $32.8M as of Q2 2026.
Affinity Wealth Management bought 4,280 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $488K.
State Street Communication Services Select Sector SPDR ETF made up 4.22% of Affinity Wealth Management's portfolio in Q2 2026, its #8 holding.
Affinity Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Affinity Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $35.2M in Q4 2025.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.