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

Anchor 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	$26.8K	Sell	250 -25	-9%	-$2.85K	﹤0.01%	732
2026 Q1	$30.5K	Buy	275 +25	+10%	+$2.89K	﹤0.01%	668
2025 Q4	$29.4K	Hold	250	–	–	﹤0.01%	681
2025 Q3	$29.6K	Sell	250 -50	-17%	-$5.56K	﹤0.01%	677
2025 Q2	$32.6K	Hold	300	–	–	﹤0.01%	641
2025 Q1	$28.9K	Hold	300	–	–	﹤0.01%	655
2024 Q4	$29K	Hold	300	–	–	﹤0.01%	648
2024 Q3	$27.1K	Sell	300 -37	-11%	-$3.19K	﹤0.01%	655
2024 Q2	$28.9K	Buy	+337	New	+$27.8K	﹤0.01%	594
2022 Q1	–	Sell	-150	Closed	-$11.7K	–	1053
2021 Q4	$11.7K	Buy	+150	New	+$11.9K	﹤0.01%	768

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

Anchor Investment Management's XLC Position: Q2 2026 in Review

Anchor Investment Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 9.1% in Q2 2026, selling an estimated $2.85K and leaving 250 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Anchor Investment Management first reported a position in XLC in Q4 2021 and has held it in 10 quarters since. The position peaked at $32.6K in Q2 2025. 1,162 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Anchor Investment Management held 250 shares of State Street Communication Services Select Sector SPDR ETF worth $26.8K as of Q2 2026.
Anchor Investment Management sold 25 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $2.85K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #732 holding.
Anchor Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
Anchor Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $32.6K in Q2 2025.
1,162 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.