Confluence Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Confluence Investment 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	–	Sell	-16,120	Closed	-$1.79M	–	309
2026 Q1	$1.79M	Buy	+16,120	New	+$1.87M	0.03%	153
2020 Q4	–	Sell	-72,696	Closed	-$4.32M	–	312
2020 Q3	$4.32M	Buy	72,696 +8,921	+14%	+$528K	0.07%	139
2020 Q2	$3.45M	Buy	63,775 +344	+0.5%	+$17.7K	0.06%	156
2020 Q1	$2.81M	Buy	+63,431	New	+$3.28M	0.05%	166

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

Confluence Investment Management's XLC Position: Q2 2026 in Review

Confluence Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 16,120 shares — an estimated $1.79M sold.

Confluence Investment Management first reported a position in XLC in Q1 2020 and held it in 4 quarters. The position peaked at $4.32M in Q3 2020. 1,161 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Confluence Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Confluence Investment Management sold 16,120 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.79M.
Confluence Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and held it in 4 quarters.
Confluence Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $4.32M in Q3 2020.
1,161 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.