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

Broadleaf 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	$213K	Hold	1,924	–	–	0.05%	83
2025 Q4	$226K	Hold	1,924	–	–	0.05%	82
2025 Q3	$228K	Hold	1,924	–	–	0.05%	79
2025 Q2	$209K	Buy	+1,924	New	+$190K	0.05%	82
2021 Q4	–	Sell	-2,507	Closed	-$201K	–	77
2021 Q3	$201K	Hold	2,507	–	–	0.07%	72
2021 Q2	$203K	Buy	+2,507	New	+$195K	0.07%	73

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

Broadleaf Partners's XLC Position: Q1 2026 in Review

Broadleaf Partners held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 1,924 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #83.

Broadleaf Partners first reported a position in XLC in Q2 2021 and has held it in 6 quarters since. The position peaked at $228K in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Broadleaf Partners held 1,924 shares of State Street Communication Services Select Sector SPDR ETF worth $213K as of Q1 2026.
Broadleaf Partners 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 0.05% of Broadleaf Partners's portfolio in Q1 2026, its #83 holding.
Broadleaf Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
Broadleaf Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $228K in Q3 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.