Beaumont Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Beaumont Capital Management’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	$5.39M	Buy	48,590 +7,201	+17%	+$834K	6.65%	8
2025 Q4	$4.87M	Sell	41,389 -706	-2%	-$81.3K	6.01%	8
2025 Q3	$4.98M	Sell	42,095 -17,442	-29%	-$1.94M	3.31%	12
2025 Q2	$6.46M	Buy	+59,537	New	+$5.86M	4.42%	4
2022 Q1	–	Sell	-87,584	Closed	-$6.8M	–	51
2021 Q4	$6.8M	Sell	87,584 -9,817	-10%	-$776K	3.93%	9
2021 Q3	$7.8M	Buy	97,401 +16,171	+20%	+$1.34M	6.69%	5
2021 Q2	$6.58M	Sell	81,230 -5,029	-6%	-$392K	6.47%	5
2021 Q1	$6.33M	Sell	86,259 -13,784	-14%	-$981K	6.28%	7
2020 Q4	$6.75M	Buy	+100,043	New	+$6.37M	6.75%	7

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

Beaumont Capital Management's XLC Position: Q1 2026 in Review

Beaumont Capital Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 17% in Q1 2026, buying an estimated $834K and bringing the position to 48,590 shares worth $5.39M. The position accounts for 6.65% of the portfolio, ranked #8.

Beaumont Capital Management first reported a position in XLC in Q4 2020 and has held it in 9 quarters since. The position peaked at $7.8M in Q3 2021. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Beaumont Capital Management held 48,590 shares of State Street Communication Services Select Sector SPDR ETF worth $5.39M as of Q1 2026.
Beaumont Capital Management bought 7,201 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $834K.
State Street Communication Services Select Sector SPDR ETF made up 6.65% of Beaumont Capital Management's portfolio in Q1 2026, its #8 holding.
Beaumont Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
Beaumont Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $7.8M in Q3 2021.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.