Agate Pass Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Agate Pass Investment 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	$609K	Sell	5,688 -1,394	-20%	-$159K	0.22%	76
2026 Q1	$785K	Sell	7,082 -2,910	-29%	-$337K	0.31%	74
2025 Q4	$1.18M	Sell	9,992 -350	-3%	-$40.3K	0.44%	56
2025 Q3	$1.22M	Buy	10,342 +1,700	+20%	+$189K	0.47%	58
2025 Q2	$938K	Sell	8,642 -4,627	-35%	-$456K	0.39%	67
2025 Q1	$1.28M	Buy	13,269 +470	+4%	+$46.9K	0.55%	55
2024 Q4	$1.24M	Buy	+12,799	New	+$1.22M	0.56%	51

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

Agate Pass Investment Management's XLC Position: Q2 2026 in Review

Agate Pass Investment Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 20% in Q2 2026, selling an estimated $159K and leaving 5,688 shares worth $609K. The position accounts for 0.22% of the portfolio, ranked #76.

Agate Pass Investment Management first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Agate Pass Investment Management held 5,688 shares of State Street Communication Services Select Sector SPDR ETF worth $609K as of Q2 2026.
Agate Pass Investment Management sold 1,394 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $159K.
State Street Communication Services Select Sector SPDR ETF made up 0.22% of Agate Pass Investment Management's portfolio in Q2 2026, its #76 holding.
Agate Pass Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Agate Pass Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.28M in Q1 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.