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Asset Dedication LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Asset Dedication LLC’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 		$20.7K Buy
187
+126
+207% +$14.6K ﹤0.01% 629
2025
Q4 		$7.18K Hold
61
– – ﹤0.01% 838
2025
Q3 		$7.22K Buy
+61
New +$6.78K ﹤0.01% 854

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Asset Dedication LLC's XLC Position: Q1 2026 in Review

Asset Dedication LLC increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 207% in Q1 2026, buying an estimated $14.6K and bringing the position to 187 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Asset Dedication LLC first reported a position in XLC in Q3 2025 and has held it in 3 quarters since. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Asset Dedication LLC held 187 shares of State Street Communication Services Select Sector SPDR ETF worth $20.7K as of Q1 2026.
  • Asset Dedication LLC bought 126 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $14.6K.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #629 holding.
  • Asset Dedication LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.