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

Chicago 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	$555K	Buy	5,182 +1,840	+55%	+$210K	0.08%	232
2026 Q1	$370K	Hold	3,342	–	–	0.06%	281
2025 Q4	$393K	Buy	3,342 +516	+18%	+$59.4K	0.06%	276
2025 Q3	$335K	Hold	2,826	–	–	0.05%	322
2025 Q2	$307K	Buy	+2,826	New	+$278K	0.04%	324

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

Chicago Trust's XLC Position: Q2 2026 in Review

Chicago Trust increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 55% in Q2 2026, buying an estimated $210K and bringing the position to 5,182 shares worth $555K. The position accounts for 0.08% of the portfolio, ranked #232.

Chicago Trust first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Chicago Trust held 5,182 shares of State Street Communication Services Select Sector SPDR ETF worth $555K as of Q2 2026.
Chicago Trust bought 1,840 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $210K.
State Street Communication Services Select Sector SPDR ETF made up 0.08% of Chicago Trust's portfolio in Q2 2026, its #232 holding.
Chicago Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.