Bogart Wealth LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bogart Wealth LLC’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	$23K	Hold	215	–	–	﹤0.01%	757
2026 Q1	$23.8K	Hold	215	–	–	﹤0.01%	678
2025 Q4	$25.3K	Hold	215	–	–	﹤0.01%	622
2025 Q3	$25.4K	Hold	215	–	–	﹤0.01%	607
2025 Q2	$23.3K	Hold	215	–	–	﹤0.01%	593
2025 Q1	$20.7K	Hold	215	–	–	﹤0.01%	577
2024 Q4	$20.8K	Hold	215	–	–	﹤0.01%	576
2024 Q3	$19.4K	Hold	215	–	–	﹤0.01%	564
2024 Q2	$18.4K	Hold	215	–	–	﹤0.01%	546
2024 Q1	$17.6K	Hold	215	–	–	﹤0.01%	539
2023 Q4	$15.6K	Hold	215	–	–	﹤0.01%	548
2023 Q3	$14.1K	Hold	215	–	–	﹤0.01%	535
2023 Q2	$14K	Hold	215	–	–	﹤0.01%	525
2023 Q1	$12.5K	Sell	215 -50	-19%	-$2.72K	﹤0.01%	545
2022 Q4	$12.7K	Buy	265 +50	+23%	+$2.45K	﹤0.01%	498
2022 Q3	$10K	Hold	215	–	–	﹤0.01%	552
2022 Q2	$12K	Hold	215	–	–	﹤0.01%	508
2022 Q1	$15K	Hold	215	–	–	﹤0.01%	435
2021 Q4	$17K	Hold	215	–	–	﹤0.01%	399
2021 Q3	$17K	Hold	215	–	–	﹤0.01%	384
2021 Q2	$17K	Buy	+215	New	+$16.7K	﹤0.01%	366

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

Bogart Wealth LLC's XLC Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 215 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Bogart Wealth LLC first reported a position in XLC in Q2 2021 and has held it in 21 quarters since. The position peaked at $25.4K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Bogart Wealth LLC held 215 shares of State Street Communication Services Select Sector SPDR ETF worth $23K as of Q2 2026.
Bogart Wealth LLC 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 Bogart Wealth LLC's portfolio in Q2 2026, its #757 holding.
Bogart Wealth LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Bogart Wealth LLC's State Street Communication Services Select Sector SPDR ETF position peaked at $25.4K 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.