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

Cerity 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 Q2	$20.6M	Sell	191,862 -27,710	-13%	-$3.16M	0.02%	480
2026 Q1	$24.3M	Buy	219,572 +25,265	+13%	+$2.92M	0.03%	384
2025 Q4	$22.9M	Buy	194,307 +166,693	+604%	+$19.2M	0.03%	385
2025 Q3	$3.27M	Sell	27,614 -19,078	-41%	-$2.12M	0.01%	1064
2025 Q2	$5.07M	Buy	46,692 +20,258	+77%	+$2M	0.01%	795
2025 Q1	$2.55M	Sell	26,434 -7,626	-22%	-$762K	0.01%	1005
2024 Q4	$3.3M	Buy	34,060 +8,662	+34%	+$826K	0.01%	884
2024 Q3	$2.3M	Buy	25,398 +8,345	+49%	+$719K	0.01%	1034
2024 Q2	$1.46M	Sell	17,053 -1,200	-7%	-$98.9K	﹤0.01%	1060
2024 Q1	$1.49M	Buy	18,253 +4,051	+29%	+$316K	﹤0.01%	1100
2023 Q4	$1.03M	Buy	14,202 +6,656	+88%	+$458K	﹤0.01%	973
2023 Q3	$495K	Sell	7,546 -3,674	-33%	-$245K	﹤0.01%	986
2023 Q2	$730K	Buy	11,220 +9,104	+430%	+$554K	﹤0.01%	1031
2023 Q1	$1.61M	Sell	2,116 -2,120	-50%	-$115K	﹤0.01%	790
2022 Q4	$203K	Buy	+4,236	New	+$207K	﹤0.01%	1337
2022 Q3	–	Sell	-31,669	Closed	-$1.65M	–	1273
2022 Q2	$1.65M	Buy	+31,669	New	+$1.91M	0.02%	440

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

Cerity Partners's XLC Position: Q2 2026 in Review

Cerity Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 13% in Q2 2026, selling an estimated $3.16M and leaving 191,862 shares worth $20.6M. The position accounts for 0.02% of the portfolio, ranked #480.

Cerity Partners first reported a position in XLC in Q2 2022 and has held it in 16 quarters since. The position peaked at $24.3M in Q1 2026. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Cerity Partners held 191,862 shares of State Street Communication Services Select Sector SPDR ETF worth $20.6M as of Q2 2026.
Cerity Partners sold 27,710 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $3.16M.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #480 holding.
Cerity Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
Cerity Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $24.3M in Q1 2026.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.