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Cherry Tree Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cherry Tree Wealth 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 		$7.43K Buy
+67
New +$7.76K ﹤0.01% 457

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cherry Tree Wealth Management's XLC Position: Q1 2026 in Review

Cherry Tree Wealth Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026: 67 shares worth $7.43K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings.

1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Cherry Tree Wealth Management held 67 shares of State Street Communication Services Select Sector SPDR ETF worth $7.43K as of Q1 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Cherry Tree Wealth Management position in Q1 2026.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #457 holding.
  • 1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.