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

Alteri Wealth’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	-2,151	Closed	-$253K	–	311
2025 Q4	$253K	Sell	2,151 -70	-3%	-$8.06K	0.08%	244
2025 Q3	$263K	Sell	2,221 -114	-5%	-$12.7K	0.09%	231
2025 Q2	$253K	Sell	2,335 -490	-17%	-$48.3K	0.1%	226
2025 Q1	$273K	Sell	2,825 -1,162	-29%	-$116K	0.12%	194
2024 Q4	$386K	Buy	+3,987	New	+$380K	0.11%	152

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

Alteri Wealth's XLC Position: Q1 2026 in Review

Alteri Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 2,151 shares — an estimated $253K sold.

Alteri Wealth first reported a position in XLC in Q4 2024 and held it in 5 quarters. The position peaked at $386K in Q4 2024. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Alteri Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Alteri Wealth sold 2,151 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $253K.
Alteri Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Alteri Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $386K in Q4 2024.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.