Atala Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Atala Financial’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	-5,850	Closed	-$262K	–	131
2025 Q4	$262K	Buy	5,850 +2,925	+100%	+$337K	0.17%	103
2025 Q3	$261K	Buy	+2,925	New	+$325K	0.16%	110
2025 Q2	–	Sell	-45	Closed	-$4.34K	–	456
2025 Q1	$4.34K	Hold	45	–	–	﹤0.01%	424
2024 Q4	$4.36K	Buy	+45	New	+$4.29K	﹤0.01%	428

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

Atala Financial's XLC Position: Q1 2026 in Review

Atala Financial sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 5,850 shares — an estimated $262K sold.

Atala Financial first reported a position in XLC in Q4 2024 and held it in 4 quarters. The position peaked at $262K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Atala Financial reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Atala Financial sold 5,850 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $262K.
Atala Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Atala Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $262K in Q4 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.