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Concord Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Concord Wealth Partners’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 		– Sell
-630
Closed -$74.2K – 801
2025
Q4 		$74.2K Buy
630
+45
+8% +$5.18K 0.01% 288
2025
Q3 		$69.2K Hold
585
– – 0.01% 297
2025
Q2 		$63.5K Sell
585
-316
-35% -$31.1K 0.01% 318
2025
Q1 		$86.9K Hold
901
– – 0.01% 260
2024
Q4 		$87.2K Buy
901
+636
+240% +$60.6K 0.01% 265
2024
Q3 		$24K Sell
265
-23
-8% -$1.98K ﹤0.01% 444
2024
Q2 		$24.7K Hold
288
– – ﹤0.01% 400
2024
Q1 		$23.5K Hold
288
– – ﹤0.01% 468
2023
Q4 		$20.9K Sell
288
-275
-49% -$18.9K ﹤0.01% 472
2023
Q3 		$36.9K Sell
563
-144
-20% -$9.61K 0.01% 417
2023
Q2 		$46K Sell
707
-41
-5% -$2.5K 0.01% 376
2023
Q1 		$43.4K Sell
748
-783
-51% -$42.5K 0.01% 365
2022
Q4 		$73.5K Buy
+1,531
New +$75K 0.02% 298
2022
Q3 		– Sell
-748
Closed -$41K – 1180
2022
Q2 		$41K Sell
748
-359
-32% -$21.6K 0.01% 407
2022
Q1 		$76K Sell
1,107
-326
-23% -$23K 0.02% 349
2021
Q4 		$111K Buy
1,433
+958
+202% +$75.7K 0.03% 292
2021
Q3 		$38K Sell
475
-380
-44% -$31.5K 0.02% 267
2021
Q2 		$69K Sell
855
-710
-45% -$55.3K 0.02% 300
2021
Q1 		$115K Buy
1,565
+1,304
+500% +$92.8K 0.04% 194
2020
Q4 		$18K Buy
+261
New +$16.6K 0.01% 321

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Concord Wealth Partners's XLC Position: Q1 2026 in Review

Concord Wealth Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 630 shares — an estimated $74.2K sold.

Concord Wealth Partners first reported a position in XLC in Q4 2020 and held it in 20 quarters. The position peaked at $115K in Q1 2021. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Concord Wealth Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 630 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $74.2K.
  • Concord Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $115K in Q1 2021.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.