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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$261K Buy
+2,438
New +$278K 0.03% 196
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

Concord Wealth Partners's XLC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 2,438 shares worth $261K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XLC as recently as Q4 2025.

Concord Wealth Partners first reported a position in XLC in Q4 2020 and has held it in 21 quarters since. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Concord Wealth Partners held 2,438 shares of State Street Communication Services Select Sector SPDR ETF worth $261K as of Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Concord Wealth Partners position in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #196 holding.
  • Concord Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.