Ballast Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Ballast Advisors’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	-19	Closed	-$2.25K	–	403
2025 Q4	$2.25K	Hold	19	–	–	﹤0.01%	173
2025 Q3	$2.26K	Buy	+19	New	+$2.11K	﹤0.01%	177
2023 Q2	–	Sell	-4	Closed	-$232	–	191
2023 Q1	$232	Buy	+4	New	+$217	﹤0.01%	184

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

Ballast Advisors's XLC Position: Q1 2026 in Review

Ballast Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 19 shares — an estimated $2.25K sold.

Ballast Advisors first reported a position in XLC in Q1 2023 and held it in 3 quarters. The position peaked at $2.26K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Ballast Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Ballast Advisors sold 19 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $2.25K.
Ballast Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
Ballast Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.26K 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 Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.