Biltmore Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Biltmore Wealth 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	$9.42M	Sell	84,997 -1,826	-2%	-$211K	3.35%	12
2025 Q4	$10.2M	Sell	86,823 -2,285	-3%	-$263K	3.86%	11
2025 Q3	$10.5M	Sell	89,108 -3,851	-4%	-$428K	4.03%	10
2025 Q2	$10.1M	Sell	92,959 -4,350	-4%	-$428K	4.08%	10
2025 Q1	$9.39M	Sell	97,309 -1,465	-1%	-$146K	3.96%	10
2024 Q4	$9.56M	Sell	98,774 -203	-0.2%	-$19.4K	3.98%	10
2024 Q3	$8.95M	Sell	98,977 -28,160	-22%	-$2.43M	3.68%	10
2024 Q2	$10.9M	Sell	127,137 -8,992	-7%	-$741K	4.72%	8
2024 Q1	$9.89M	Hold	136,129	–	–	4.71%	9
2023 Q4	$9.89M	Sell	136,129 -29,132	-18%	-$2M	4.71%	9
2023 Q3	$10.8M	Buy	165,261 +25,555	+18%	+$1.7M	5.23%	7
2023 Q2	$9.09M	Buy	139,706 +1,691	+1%	+$103K	3.86%	10
2023 Q1	$8M	Buy	138,015 +13,686	+11%	+$743K	3.23%	14
2022 Q4	$5.97M	Buy	124,329 +8,251	+7%	+$404K	2.57%	14
2022 Q3	$5.56M	Buy	116,078 +6,148	+6%	+$338K	2.55%	15
2022 Q2	$5.97M	Buy	109,930 +3,710	+3%	+$223K	2.63%	14
2022 Q1	$7.31M	Buy	106,220 +2,394	+2%	+$169K	2.84%	14
2021 Q4	$8.06M	Buy	103,826 +1,981	+2%	+$157K	3.03%	13
2021 Q3	$8.16M	Buy	101,845 +786	+0.8%	+$65.1K	3.27%	13
2021 Q2	$8.18M	Buy	101,059 +2,036	+2%	+$159K	3.33%	11
2021 Q1	$7.26M	Buy	99,023 +6,208	+7%	+$442K	3.16%	13
2020 Q4	$6.26M	Sell	92,815 -96	-0.1%	-$6.11K	3.24%	9
2020 Q3	$5.02M	Sell	92,911 -176	-0.2%	-$10.4K	2.91%	12
2020 Q2	$4.12M	Sell	93,087 -13,002	-12%	-$667K	2.65%	12
2020 Q1	$5.69M	Hold	106,089	–	–	2.72%	10
2019 Q4	$5.69M	Sell	106,089 -1,274	-1%	-$65.6K	2.72%	10
2019 Q3	$5.32M	Buy	107,363 +15,594	+17%	+$781K	2.6%	11
2019 Q2	$4.52M	Buy	91,769 +41,368	+82%	+$2.01M	2.26%	11
2019 Q1	$2.36M	Buy	+50,401	New	+$2.3M	1.26%	13

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

Biltmore Wealth Management's XLC Position: Q1 2026 in Review

Biltmore Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.1% in Q1 2026, selling an estimated $211K and leaving 84,997 shares worth $9.42M. The position accounts for 3.35% of the portfolio, ranked #12.

Biltmore Wealth Management first reported a position in XLC in Q1 2019 and has held it in 29 quarters since. The position peaked at $10.9M in Q2 2024. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Biltmore Wealth Management held 84,997 shares of State Street Communication Services Select Sector SPDR ETF worth $9.42M as of Q1 2026.
Biltmore Wealth Management sold 1,826 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $211K.
State Street Communication Services Select Sector SPDR ETF made up 3.35% of Biltmore Wealth Management's portfolio in Q1 2026, its #12 holding.
Biltmore Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Biltmore Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $10.9M in Q2 2024.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.