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

Chicago 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
Q2 		$592K Sell
5,526
-565
-9% -$64.4K 0.21% 46
2026
Q1 		$675K Sell
6,091
-82,640
-93% -$9.57M 0.27% 39
2025
Q4 		$10.4M Buy
88,731
+3,484
+4% +$401K 4.2% 14
2025
Q3 		$10.1M Buy
85,247
+1,475
+2% +$164K 4.4% 13
2025
Q2 		$9.09M Buy
83,772
+2,167
+3% +$213K 4.33% 14
2025
Q1 		$7.87M Buy
81,605
+3,343
+4% +$334K 4.12% 15
2024
Q4 		$7.58M Buy
+78,262
New +$7.46M 3.94% 16

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Chicago Wealth Management's XLC Position: Q2 2026 in Review

Chicago Wealth Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 9.3% in Q2 2026, selling an estimated $64.4K and leaving 5,526 shares worth $592K. The position accounts for 0.21% of the portfolio, ranked #46.

Chicago Wealth Management first reported a position in XLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q4 2025. 1,159 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Chicago Wealth Management held 5,526 shares of State Street Communication Services Select Sector SPDR ETF worth $592K as of Q2 2026.
  • Chicago Wealth Management sold 565 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $64.4K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.21% of Chicago Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Chicago Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Chicago Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $10.4M in Q4 2025.
  • 1,159 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.