Circle Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
Other funds holding XLC
Circle Wealth Management's XLC Position: Q2 2026 in Review
Circle Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 19% in Q2 2026, buying an estimated $170K and bringing the position to 9,200 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #155.
Circle Wealth Management 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.
- Circle Wealth Management held 9,200 shares of State Street Communication Services Select Sector SPDR ETF worth $986K as of Q2 2026.
- Circle Wealth Management bought 1,494 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $170K.
- State Street Communication Services Select Sector SPDR ETF made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #155 holding.
- Circle Wealth Management 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 Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.