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 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 $1.37T 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

Anchor Investment Management's XLC Position: Q1 2026 in Review

Anchor Investment Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 10% in Q1 2026, buying an estimated $2.89K and bringing the position to 275 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Anchor Investment Management first reported a position in XLC in Q4 2021 and has held it in 9 quarters since. The position peaked at $32.6K in Q2 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Anchor Investment Management held 275 shares of State Street Communication Services Select Sector SPDR ETF worth $30.5K as of Q1 2026.
Anchor Investment Management bought 25 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $2.89K.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #668 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 9 quarters since.
Anchor Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $32.6K in Q2 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.