Arlington Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Arlington Capital 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	–	Sell	-3,853	Closed	-$454K	–	133
2025 Q4	$454K	Buy	3,853 +71	+2%	+$8.17K	0.28%	56
2025 Q3	$448K	Buy	3,782 +1,058	+39%	+$118K	0.29%	57
2025 Q2	$296K	Sell	2,724 -96	-3%	-$9.46K	0.26%	64
2025 Q1	$272K	Buy	2,820 +264	+10%	+$26.4K	0.21%	56
2024 Q4	$247K	Sell	2,556 -1,736	-40%	-$166K	0.17%	75
2024 Q3	$388K	Buy	4,292 +409	+11%	+$35.3K	0.32%	52
2024 Q2	$333K	Sell	3,883 -64	-2%	-$5.27K	0.29%	59
2024 Q1	$322K	Buy	+3,947	New	+$307K	0.27%	63

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 $424B AUM 22.96% 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 $51.6B AUM 27.34% 1-Year Est. Return

Arlington Capital Management's XLC Position: Q1 2026 in Review

Arlington Capital Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 3,853 shares — an estimated $454K sold.

Arlington Capital Management first reported a position in XLC in Q1 2024 and held it in 8 quarters. The position peaked at $454K in Q4 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Arlington Capital Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Arlington Capital Management sold 3,853 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $454K.
Arlington Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and held it in 8 quarters.
Arlington Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $454K in Q4 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

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