Chevy Chase Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Chevy Chase Trust’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	$2.04M	Sell	19,046 -70	-0.4%	-$7.98K	0.01%	556
2026 Q1	$2.12M	Sell	19,116 -398	-2%	-$46.1K	0.01%	554
2025 Q4	$2.3M	Buy	19,514 +595	+3%	+$68.5K	0.01%	557
2025 Q3	$2.24M	Sell	18,919 -252	-1%	-$28K	0.01%	553
2025 Q2	$2.08M	Sell	19,171 -1,142	-6%	-$112K	0.01%	556
2025 Q1	$1.96M	Sell	20,313 -2,100	-9%	-$210K	0.01%	558
2024 Q4	$2.17M	Sell	22,413 -91	-0.4%	-$8.68K	0.01%	556
2024 Q3	$2.03M	Buy	22,504 +3,181	+16%	+$274K	0.01%	548
2024 Q2	$1.66M	Sell	19,323 -1,100	-5%	-$90.6K	0.01%	547
2024 Q1	$1.67M	Sell	20,423 -36,945	-64%	-$2.88M	0.01%	547
2023 Q4	$4.17M	Buy	57,368 +39,334	+218%	+$2.71M	0.01%	525
2023 Q3	$1.18M	Hold	18,034	–	–	﹤0.01%	554
2023 Q2	$1.17M	Sell	18,034 -35	-0.2%	-$2.13K	﹤0.01%	555
2023 Q1	$1.05M	Sell	18,069 -120,749	-87%	-$6.56M	﹤0.01%	561
2022 Q4	$6.66M	Buy	138,818 +115,280	+490%	+$5.65M	0.03%	455
2022 Q3	$1.13M	Sell	23,538 -1,048	-4%	-$57.7K	﹤0.01%	560
2022 Q2	$1.33M	Sell	24,586 -64,132	-72%	-$3.86M	0.01%	556
2022 Q1	$6.1M	Sell	88,718 -26,868	-23%	-$1.89M	0.02%	489
2021 Q4	$8.98M	Buy	115,586 +93,021	+412%	+$7.35M	0.03%	446
2021 Q3	$1.81M	Buy	22,565 +1,808	+9%	+$150K	0.01%	558
2021 Q2	$1.68M	Buy	20,757 +342	+2%	+$26.6K	0.01%	561
2021 Q1	$1.5M	Buy	20,415 +2,740	+16%	+$195K	0.01%	562
2020 Q4	$1.19M	Hold	17,675	–	–	﹤0.01%	565
2020 Q3	$1.05M	Sell	17,675 -308	-2%	-$18.2K	﹤0.01%	566
2020 Q2	$972K	Buy	17,983 +308	+2%	+$15.8K	﹤0.01%	564
2020 Q1	$782K	Buy	17,675 +2,450	+16%	+$127K	﹤0.01%	563
2019 Q4	$817K	Buy	15,225 +490	+3%	+$25.2K	﹤0.01%	589
2019 Q3	$730K	Buy	14,735 +1,535	+12%	+$76.8K	﹤0.01%	578
2019 Q2	$650K	Hold	13,200	–	–	﹤0.01%	587
2019 Q1	$661K	Buy	13,200 +12,720	+2,650%	+$580K	﹤0.01%	585
2018 Q4	$20K	Buy	+480	New	+$21.5K	﹤0.01%	706

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

Chevy Chase Trust's XLC Position: Q2 2026 in Review

Chevy Chase Trust reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.37% in Q2 2026, selling an estimated $7.98K and leaving 19,046 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #556.

Chevy Chase Trust first reported a position in XLC in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.98M in Q4 2021. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Chevy Chase Trust held 19,046 shares of State Street Communication Services Select Sector SPDR ETF worth $2.04M as of Q2 2026.
Chevy Chase Trust sold 70 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $7.98K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #556 holding.
Chevy Chase Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Chevy Chase Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $8.98M in Q4 2021.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.