Cercano Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cercano Management’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	$473K	Hold	4,267	–	–	0.02%	97
2025 Q4	$502K	Hold	4,267	–	–	0.02%	97
2025 Q3	$505K	Buy	+4,267	New	+$474K	0.02%	106

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

Cercano Management's XLC Position: Q1 2026 in Review

Cercano Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 4,267 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #97.

Cercano Management first reported a position in XLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $505K in Q3 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Cercano Management held 4,267 shares of State Street Communication Services Select Sector SPDR ETF worth $473K as of Q1 2026.
Cercano Management 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 Cercano Management's portfolio in Q1 2026, its #97 holding.
Cercano Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Cercano Management's State Street Communication Services Select Sector SPDR ETF position peaked at $505K in Q3 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.