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

Certuity’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	$161K	Sell	1,501 -282	-16%	-$32.1K	0.01%	642
2026 Q1	$198K	Sell	1,783 -442	-20%	-$51.2K	0.01%	606
2025 Q4	$262K	Sell	2,225 -1,197	-35%	-$138K	0.02%	466
2025 Q3	$405K	Buy	3,422 +1,395	+69%	+$155K	0.03%	308
2025 Q2	$220K	Buy	+2,027	New	+$200K	0.02%	372
2024 Q3	–	Sell	-3,605	Closed	-$309K	–	391
2024 Q2	$309K	Buy	3,605 +1,149	+47%	+$94.7K	0.02%	254
2024 Q1	$201K	Buy	+2,456	New	+$191K	0.02%	308
2023 Q3	–	Sell	-11,835	Closed	-$770K	–	289
2023 Q2	$770K	Buy	+11,835	New	+$721K	0.09%	101
2020 Q1	–	Sell	-4,737	Closed	-$254K	–	231
2019 Q4	$254K	Buy	+4,737	New	+$244K	0.12%	135

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

Certuity's XLC Position: Q2 2026 in Review

Certuity reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 16% in Q2 2026, selling an estimated $32.1K and leaving 1,501 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #642.

Certuity first reported a position in XLC in Q4 2019 and has held it in 9 quarters since. The position peaked at $770K in Q2 2023. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Certuity held 1,501 shares of State Street Communication Services Select Sector SPDR ETF worth $161K as of Q2 2026.
Certuity sold 282 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $32.1K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Certuity's portfolio in Q2 2026, its #642 holding.
Certuity first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 9 quarters since.
Certuity's State Street Communication Services Select Sector SPDR ETF position peaked at $770K in Q2 2023.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.