BlueStem Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

BlueStem Wealth Partners’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	-68,201	Closed	-$8.03M	–	138
2025 Q4	$8.03M	Buy	68,201 +3,032	+5%	+$349K	0.89%	25
2025 Q3	$7.71M	Sell	65,169 -2,498	-4%	-$278K	0.88%	22
2025 Q2	$7.34M	Buy	67,667 +2,694	+4%	+$265K	0.9%	21
2025 Q1	$6.27M	Sell	64,973 -1,342	-2%	-$134K	0.85%	22
2024 Q4	$6.42M	Buy	+66,315	New	+$6.32M	0.84%	18

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlueStem Wealth Partners's XLC Position: Q1 2026 in Review

BlueStem Wealth Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 68,201 shares — an estimated $8.03M sold.

BlueStem Wealth Partners first reported a position in XLC in Q4 2024 and held it in 5 quarters. The position peaked at $8.03M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

BlueStem Wealth Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
BlueStem Wealth Partners sold 68,201 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $8.03M.
BlueStem Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
BlueStem Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $8.03M in Q4 2025.
1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.