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

Bellwether 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	$12.1M	Sell	108,980 -298,471	-73%	-$34.6M	2.05%	10
2025 Q4	$48M	Buy	407,451 +12,783	+3%	+$1.47M	7.65%	3
2025 Q3	$46.7M	Buy	394,668 +192,785	+95%	+$21.4M	7.72%	2
2025 Q2	$21.9M	Buy	201,883 +192,848	+2,134%	+$19M	3.74%	5
2025 Q1	$871K	Sell	9,035 -107,362	-92%	-$10.7M	0.18%	67
2024 Q4	$11.3M	Sell	116,397 -75,484	-39%	-$7.2M	2.02%	11
2024 Q3	$17.3M	Buy	191,881 +41,303	+27%	+$3.56M	3.33%	8
2024 Q2	$12.9M	Sell	150,578 -37,723	-20%	-$3.11M	2.71%	10
2024 Q1	$15.4M	Buy	188,301 +7,054	+4%	+$549K	3.38%	6
2023 Q4	$13.2M	Buy	181,247 +89,870	+98%	+$6.18M	3.24%	6
2023 Q3	$5.99M	Sell	91,377 -37,267	-29%	-$2.49M	1.63%	13
2023 Q2	$8.37M	Buy	+128,644	New	+$7.84M	2.46%	8

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

Bellwether Advisors's XLC Position: Q1 2026 in Review

Bellwether Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 73% in Q1 2026, selling an estimated $34.6M and leaving 108,980 shares worth $12.1M. The position accounts for 2.05% of the portfolio, ranked #10.

Bellwether Advisors first reported a position in XLC in Q2 2023 and has held it in 12 quarters since. The position peaked at $48M in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Bellwether Advisors held 108,980 shares of State Street Communication Services Select Sector SPDR ETF worth $12.1M as of Q1 2026.
Bellwether Advisors sold 298,471 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $34.6M.
State Street Communication Services Select Sector SPDR ETF made up 2.05% of Bellwether Advisors's portfolio in Q1 2026, its #10 holding.
Bellwether Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Bellwether Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $48M 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 Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.