Councilmark Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Councilmark Asset 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 Q1	$421K	Hold	3,800	–	–	0.24%	65
2025 Q4	$447K	Hold	3,800	–	–	0.25%	61
2025 Q3	$450K	Hold	3,800	–	–	0.26%	62
2025 Q2	$412K	Hold	3,800	–	–	0.26%	65
2025 Q1	$367K	Hold	3,800	–	–	0.25%	65
2024 Q4	$368K	Hold	3,800	–	–	0.25%	63
2024 Q3	$344K	Hold	3,800	–	–	0.23%	67
2024 Q2	$326K	Hold	3,800	–	–	0.23%	69
2024 Q1	$310K	Buy	+3,800	New	+$296K	0.22%	70

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

Councilmark Asset Management's XLC Position: Q1 2026 in Review

Councilmark Asset Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2026 at 3,800 shares worth $421K. The position accounts for 0.24% of the portfolio, ranked #65.

Councilmark Asset Management first reported a position in XLC in Q1 2024 and has held it in 9 quarters since. The position peaked at $450K in Q3 2025. 1,181 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Councilmark Asset Management held 3,800 shares of State Street Communication Services Select Sector SPDR ETF worth $421K as of Q1 2026.
Councilmark Asset Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.24% of Councilmark Asset Management's portfolio in Q1 2026, its #65 holding.
Councilmark Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $450K in Q3 2025.
1,181 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.