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Calton & Associates’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Calton & Associates’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 		$935K Sell
8,732
-1,005
-10% -$115K 0.14% 135
2026
Q1 		$1.08M Sell
9,737
-1,279
-12% -$148K 0.16% 125
2025
Q4 		$1.3M Buy
11,016
+1,337
+14% +$154K 0.19% 105
2025
Q3 		$1.15M Buy
9,679
+62
+0.6% +$6.89K 0.17% 112
2025
Q2 		$1.04M Buy
9,617
+535
+6% +$52.7K 0.18% 103
2025
Q1 		$876K Buy
9,082
+820
+10% +$81.9K 0.2% 106
2024
Q4 		$800K Buy
+8,262
New +$788K 0.35% 67

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Calton & Associates's XLC Position: Q2 2026 in Review

Calton & Associates reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 10% in Q2 2026, selling an estimated $115K and leaving 8,732 shares worth $935K. The position accounts for 0.14% of the portfolio, ranked #135.

Calton & Associates first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Calton & Associates held 8,732 shares of State Street Communication Services Select Sector SPDR ETF worth $935K as of Q2 2026.
  • Calton & Associates sold 1,005 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $115K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.14% of Calton & Associates's portfolio in Q2 2026, its #135 holding.
  • Calton & Associates first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Calton & Associates's State Street Communication Services Select Sector SPDR ETF position peaked at $1.3M in Q4 2025.
  • 1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.