AP
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Appleton Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Appleton Partners’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 		$1.16M Buy
10,867
+577
+6% +$65.8K 0.07% 144
2026
Q1 		$1.14M Sell
10,290
-1,387
-12% -$161K 0.08% 134
2025
Q4 		$1.38M Sell
11,677
-835
-7% -$96.1K 0.09% 129
2025
Q3 		$1.48M Buy
12,512
+446
+4% +$49.6K 0.1% 123
2025
Q2 		$1.31M Buy
12,066
+84
+0.7% +$8.27K 0.09% 123
2025
Q1 		$1.16M Sell
11,982
-615
-5% -$61.4K 0.09% 122
2024
Q4 		$1.22M Buy
12,597
+1,746
+16% +$166K 0.09% 125
2024
Q3 		$981K Sell
10,851
-1,226
-10% -$106K 0.07% 135
2024
Q2 		$1.03M Sell
12,077
-609
-5% -$50.2K 0.08% 132
2024
Q1 		$1.04M Buy
12,686
+331
+3% +$25.8K 0.08% 139
2023
Q4 		$898K Sell
12,355
-240
-2% -$16.5K 0.07% 144
2023
Q3 		$826K Buy
12,595
+250
+2% +$16.7K 0.07% 146
2023
Q2 		$803K Buy
12,345
+1,395
+13% +$85K 0.07% 158
2023
Q1 		$635K Sell
10,950
-46
-0.4% -$2.5K 0.06% 185
2022
Q4 		$528K Buy
10,996
+3,256
+42% +$159K 0.05% 199
2022
Q3 		$371K Buy
7,740
+1,165
+18% +$64.1K 0.04% 227
2022
Q2 		$357K Buy
6,575
+1,384
+27% +$83.3K 0.03% 236
2022
Q1 		$357K Buy
5,191
+1,016
+24% +$71.6K 0.03% 241
2021
Q4 		$324K Buy
+4,175
New +$330K 0.02% 253

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Appleton Partners's XLC Position: Q2 2026 in Review

Appleton Partners increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.6% in Q2 2026, buying an estimated $65.8K and bringing the position to 10,867 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #144.

Appleton Partners first reported a position in XLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.48M in Q3 2025. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Appleton Partners held 10,867 shares of State Street Communication Services Select Sector SPDR ETF worth $1.16M as of Q2 2026.
  • Appleton Partners bought 577 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $65.8K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.07% of Appleton Partners's portfolio in Q2 2026, its #144 holding.
  • Appleton Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Appleton Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $1.48M in Q3 2025.
  • 524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.