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

BankPlus Trust Department’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	$46.6K	Hold	435	–	–	0.01%	279
2026 Q1	$48.2K	Hold	435	–	–	0.01%	263
2025 Q4	$51.2K	Hold	435	–	–	0.01%	252
2025 Q3	$51.5K	Hold	435	–	–	0.01%	245
2025 Q2	$47.2K	Hold	435	–	–	0.01%	231
2025 Q1	$42K	Hold	435	–	–	0.01%	234
2024 Q4	$42.1K	Buy	+435	New	+$41.5K	0.01%	234

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

BankPlus Trust Department's XLC Position: Q2 2026 in Review

BankPlus Trust Department held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 435 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #279.

BankPlus Trust Department first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.5K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

BankPlus Trust Department held 435 shares of State Street Communication Services Select Sector SPDR ETF worth $46.6K as of Q2 2026.
BankPlus Trust Department left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #279 holding.
BankPlus Trust Department first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's State Street Communication Services Select Sector SPDR ETF position peaked at $51.5K 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 BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.