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

Brandywine Oak 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	–	Sell	-2,244	Closed	-$264K	–	240
2025 Q4	$264K	Buy	2,244 +301	+15%	+$34.6K	0.02%	208
2025 Q3	$230K	Sell	1,943 -1	-0.1%	-$111	0.02%	221
2025 Q2	$211K	Buy	+1,944	New	+$191K	0.02%	228
2022 Q4	–	Sell	-4,546	Closed	-$217K	–	298
2022 Q3	$217K	Sell	4,546 -518	-10%	-$28.5K	0.03%	273
2022 Q2	$274K	Sell	5,064 -3,819	-43%	-$230K	0.04%	262
2022 Q1	$610K	Buy	8,883 +1,050	+13%	+$74K	0.07%	177
2021 Q4	$614K	Buy	7,833 +1,251	+19%	+$98.9K	0.07%	181
2021 Q3	$527K	Buy	6,582 +551	+9%	+$45.6K	0.06%	188
2021 Q2	$488K	Buy	6,031 +158	+3%	+$12.3K	0.06%	196
2021 Q1	$430K	Sell	5,873 -190	-3%	-$13.5K	0.06%	161
2020 Q4	$409K	Sell	6,063 -266	-4%	-$16.9K	0.06%	160
2020 Q3	$375K	Buy	6,329 +1,669	+36%	+$98.8K	0.06%	162
2020 Q2	$251K	Buy	+4,660	New	+$239K	0.04%	201
2019 Q1	–	Sell	-770	Closed	-$8K	–	646
2018 Q4	$8K	Buy	+770	New	+$34.5K	﹤0.01%	527

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

Brandywine Oak Private Wealth's XLC Position: Q1 2026 in Review

Brandywine Oak Private Wealth sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 2,244 shares — an estimated $264K sold.

Brandywine Oak Private Wealth first reported a position in XLC in Q4 2018 and held it in 14 quarters. The position peaked at $614K in Q4 2021. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Brandywine Oak Private Wealth reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,244 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $264K.
Brandywine Oak Private Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 14 quarters.
Brandywine Oak Private Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $614K in Q4 2021.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.