Caldwell Sutter Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Caldwell Sutter Capital’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	$104K	Sell	972 -890	-48%	-$101K	0.04%	300
2026 Q1	$206K	Hold	1,862	–	–	0.08%	216
2025 Q4	$219K	Hold	1,862	–	–	0.09%	203
2025 Q3	$220K	Hold	1,862	–	–	0.09%	196
2025 Q2	$202K	Hold	1,862	–	–	0.09%	204
2025 Q1	$180K	Hold	1,862	–	–	0.09%	212
2024 Q4	$180K	Hold	1,862	–	–	0.08%	213
2024 Q3	$168K	Hold	1,862	–	–	0.08%	223
2024 Q2	$159K	Hold	1,862	–	–	0.08%	224
2024 Q1	$152K	Hold	1,862	–	–	0.07%	232
2023 Q4	$135K	Buy	1,862 +13	+0.7%	+$895	0.07%	233
2023 Q3	$121K	Hold	1,849	–	–	0.07%	231
2023 Q2	$120K	Hold	1,849	–	–	0.06%	235
2023 Q1	$107K	Hold	1,849	–	–	0.08%	182
2022 Q4	$88.7K	Buy	+1,849	New	+$90.5K	0.08%	155

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

Caldwell Sutter Capital's XLC Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 48% in Q2 2026, selling an estimated $101K and leaving 972 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #300.

Caldwell Sutter Capital first reported a position in XLC in Q4 2022 and has held it in 15 quarters since. The position peaked at $220K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Caldwell Sutter Capital held 972 shares of State Street Communication Services Select Sector SPDR ETF worth $104K as of Q2 2026.
Caldwell Sutter Capital sold 890 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $101K.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Caldwell Sutter Capital's portfolio in Q2 2026, its #300 holding.
Caldwell Sutter Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $220K 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 Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.