Alpine Woods Capital Investors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Alpine Woods Capital Investors’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	$554K	Hold	5,000	–	–	0.13%	110
2025 Q4	$589K	Hold	5,000	–	–	0.14%	120
2025 Q3	$592K	Hold	5,000	–	–	0.14%	102
2025 Q2	$543K	Hold	5,000	–	–	0.13%	109
2025 Q1	$482K	Hold	5,000	–	–	0.12%	117
2024 Q4	$484K	Hold	5,000	–	–	0.09%	139
2024 Q3	$484K	Hold	5,000	–	–	0.08%	138
2024 Q2	$428K	Hold	5,000	–	–	0.07%	147
2024 Q1	$389K	Hold	5,000	–	–	0.08%	147
2023 Q4	$363K	Buy	+5,000	New	+$344K	0.05%	143
2021 Q4	–	Sell	-56,000	Closed	-$4.49M	–	227
2021 Q3	$4.49M	Hold	56,000	–	–	0.48%	76
2021 Q2	$4.53M	Hold	56,000	–	–	0.47%	78
2021 Q1	$4.11M	Hold	56,000	–	–	0.46%	78
2020 Q4	$3.78M	Hold	56,000	–	–	0.46%	79
2020 Q3	$3.33M	Hold	56,000	–	–	0.5%	68
2020 Q2	$3.03M	Hold	56,000	–	–	0.58%	51
2020 Q1	$2.48M	Buy	56,000 +48,000	+600%	+$2.48M	0.55%	50
2019 Q4	$429K	Hold	8,000	–	–	0.08%	192
2019 Q3	$396K	Sell	8,000 -20,000	-71%	-$1M	0.07%	189
2019 Q2	$1.38M	Hold	28,000	–	–	0.29%	88
2019 Q1	$1.31M	Hold	28,000	–	–	0.29%	87
2018 Q4	$1.16M	Buy	+28,000	New	+$1.26M	0.28%	86

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

Alpine Woods Capital Investors's XLC Position: Q1 2026 in Review

Alpine Woods Capital Investors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 5,000 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #110.

Alpine Woods Capital Investors first reported a position in XLC in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.53M in Q2 2021. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Alpine Woods Capital Investors held 5,000 shares of State Street Communication Services Select Sector SPDR ETF worth $554K as of Q1 2026.
Alpine Woods Capital Investors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.13% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #110 holding.
Alpine Woods Capital Investors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 22 quarters since.
Alpine Woods Capital Investors's State Street Communication Services Select Sector SPDR ETF position peaked at $4.53M in Q2 2021.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.