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

Arlington Trust’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	-40	Closed	-$4.71K	–	863
2025 Q4	$4.71K	Sell	40 -250	-86%	-$28.8K	﹤0.01%	379
2025 Q3	$34.3K	Hold	290	–	–	0.01%	392
2025 Q2	$31.5K	Hold	290	–	–	0.01%	399
2025 Q1	$28K	Hold	290	–	–	0.01%	425
2024 Q4	$28.1K	Buy	+290	New	+$27.6K	0.01%	396

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

Arlington Trust's XLC Position: Q1 2026 in Review

Arlington Trust sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 40 shares — an estimated $4.71K sold.

Arlington Trust first reported a position in XLC in Q4 2024 and held it in 5 quarters. The position peaked at $34.3K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Arlington Trust reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Arlington Trust sold 40 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $4.71K.
Arlington Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Arlington Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $34.3K in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Arlington Trust's 13F filing for Q1 2026, filed 8 Apr 2026.