Coordinated Financial Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Coordinated Financial Services’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	$372K	Sell	3,356 -168	-5%	-$19.4K	0.21%	128
2025 Q4	$415K	Buy	3,524 +621	+21%	+$71.5K	0.24%	115
2025 Q3	$344K	Buy	+2,903	New	+$323K	0.22%	116
2025 Q1	–	Sell	-2,786	Closed	-$270K	–	142
2024 Q4	$270K	Buy	+2,786	New	+$266K	0.21%	119
2024 Q2	$247K	Hold	2,886	–	–	0.21%	111
2024 Q1	$236K	Buy	+2,886	New	+$225K	0.21%	115

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Coordinated Financial Services's XLC Position: Q1 2026 in Review

Coordinated Financial Services reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.8% in Q1 2026, selling an estimated $19.4K and leaving 3,356 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #128.

Coordinated Financial Services first reported a position in XLC in Q1 2024 and has held it in 6 quarters since. The position peaked at $415K in Q4 2025. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Coordinated Financial Services held 3,356 shares of State Street Communication Services Select Sector SPDR ETF worth $372K as of Q1 2026.
Coordinated Financial Services sold 168 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $19.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.21% of Coordinated Financial Services's portfolio in Q1 2026, its #128 holding.
Coordinated Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
Coordinated Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $415K in Q4 2025.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.