BOK Financial Private Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

BOK Financial Private Wealth’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	$307K	Hold	2,770	–	–	0.02%	158
2025 Q4	$326K	Buy	+2,770	New	+$319K	0.02%	157
2024 Q1	–	Sell	-177	Closed	-$12.9K	–	559
2023 Q4	$12.9K	Buy	+177	New	+$12.2K	﹤0.01%	347
2022 Q1	–	Sell	-4,147	Closed	-$322K	–	338
2021 Q4	$322K	Buy	+4,147	New	+$328K	0.02%	214

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

BOK Financial Private Wealth's XLC Position: Q1 2026 in Review

BOK Financial Private Wealth held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 2,770 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #158.

BOK Financial Private Wealth first reported a position in XLC in Q4 2021 and has held it in 4 quarters since. The position peaked at $326K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

BOK Financial Private Wealth held 2,770 shares of State Street Communication Services Select Sector SPDR ETF worth $307K as of Q1 2026.
BOK Financial Private Wealth left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q1 2026, its #158 holding.
BOK Financial Private Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
BOK Financial Private Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $326K 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 BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.