Axim Planning & Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Axim Planning & Wealth’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	$319K	Sell	2,975 -200	-6%	-$22.8K	0.45%	54
2026 Q1	$352K	Sell	3,175 -270	-8%	-$31.3K	0.43%	48
2025 Q4	$406K	Sell	3,445 -148	-4%	-$17K	0.43%	37
2025 Q3	$425K	Sell	3,593 -75	-2%	-$8.34K	0.34%	35
2025 Q2	$398K	Buy	+3,668	New	+$361K	0.36%	20

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Axim Planning & Wealth's XLC Position: Q2 2026 in Review

Axim Planning & Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.3% in Q2 2026, selling an estimated $22.8K and leaving 2,975 shares worth $319K. The position accounts for 0.45% of the portfolio, ranked #54.

Axim Planning & Wealth first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $425K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Axim Planning & Wealth held 2,975 shares of State Street Communication Services Select Sector SPDR ETF worth $319K as of Q2 2026.
Axim Planning & Wealth sold 200 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $22.8K.
State Street Communication Services Select Sector SPDR ETF made up 0.45% of Axim Planning & Wealth's portfolio in Q2 2026, its #54 holding.
Axim Planning & Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Axim Planning & Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $425K in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.